OneAscent Financial Services’s S&P Global SPGI Stock Holding History

OneAscent Financial Services’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 Q2	$548K	Sell
2025 Q1	$572K	Buy
2024 Q4	$247K	Buy
2021 Q1	–	Sell
2020 Q4	$486K	Sell
2020 Q3	$789K	Buy
2020 Q2	$444K	Sell
2020 Q1	$545K	Buy