MLL
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Moody Lynn & Lieberson’s S&P Global SPGI Stock Holding History

Moody Lynn & Lieberson’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
436
+24
+6% +$12.7K 0.01% 232
2025
Q1 		$209K Hold
412
– – 0.01% 237
2024
Q4 		$205K Hold
412
– – 0.01% 239
2024
Q3 		$213K Buy
+412
New +$213K 0.01% 244