McElhenny Sheffield Capital Management’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	$486K	Buy	+922	New	+$486K	0.13%	52
2025 Q1	–	Sell	-1,092	Closed	-$544K	–	117
2024 Q4	$544K	Buy	+1,092	New	+$544K	0.18%	37
2023 Q1	–	Sell	-6	Closed	-$2.01K	–	541
2022 Q4	$2.01K	Buy	+6	New	+$2.01K	﹤0.01%	494