Howard Bailey Securities’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$745K Sell
1,412
-79
-5% -$41.7K 0.29% 53
2025
Q1
$758K Sell
1,491
-112
-7% -$56.9K 0.31% 55
2024
Q4
$798K Sell
1,603
-101
-6% -$50.3K 0.3% 58
2024
Q3
$880K Buy
+1,704
New +$880K 0.33% 52