Ethos Financial Group’s S&P Global SPGI Stock Holding History

Ethos Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$363K	Sell
2025 Q2	$394K	Buy
2025 Q1	$319K	Hold
2024 Q4	$319K	Buy
2024 Q3	$309K	Sell
2024 Q2	$286K	Buy
2024 Q1	$237K	Buy
2023 Q4	$239K	Buy