EFG
Embree Financial Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
1,031
+35
| +4% | +$18.5K | 0.08% | 134 |
|
|
2025
Q1 | $506K | Buy |
996
+1
| +0.1% | +$508 | 0.08% | 129 |
|
|
2024
Q4 | $495K | Buy |
995
+1
| +0.1% | +$498 | 0.08% | 120 |
|
|
2024
Q3 | $514K | Hold |
994
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $443K | Sell |
994
-22
| -2% | -$9.81K | 0.09% | 119 |
|
|
2024
Q1 | $432K | Hold |
1,016
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $447K | Buy |
+1,016
| New | +$447K | 0.09% | 117 |
|