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

Goldstone 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	$714K	Buy
2025 Q2	$575K	Buy
2025 Q1	$394K	Buy
2024 Q4	$279K	Buy
2024 Q3	$264K	Buy
2023 Q3	–	Sell
2023 Q2	$227K	Buy