Dumont & Blake Investment Advisors’s S&P Global SPGI Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Hold
2025 Q2	$276K	Hold
2025 Q1	$266K	Sell
2024 Q4	$281K	Buy
2024 Q3	$290K	Sell
2024 Q2	$501K	Buy
2024 Q1	$239K	Sell
2023 Q4	$316K	Buy