Farther Finance Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.57M Buy
2025
Q2
$2.35M Sell
2025
Q1
$2.3M Buy
2024
Q4
$2.14M Sell
2024
Q3
$2.3M Sell
2024
Q2
$2.07M Buy
2024
Q1
$1.45M Sell
2023
Q4
$2.02M Buy
2023
Q3
$435K Buy
2023
Q2
$244K Buy
2023
Q1
$201K Buy
2022
Q4
$170K Buy