Jericho Financial’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
$872K Sell
1,654
-37
-2% -$19.5K 0.58% 30
2025
Q1
$859K Sell
1,691
-81
-5% -$41.2K 0.62% 30
2024
Q4
$883K Buy
+1,772
New +$883K 0.64% 30