ORG Partners’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
$487K Buy
919
+299
+48% +$158K 0.1% 177
2025
Q1
$317K Sell
620
-224
-27% -$114K 0.08% 198
2024
Q4
$421K Buy
844
+177
+27% +$88.3K 0.06% 207
2024
Q3
$345K Sell
667
-471
-41% -$244K 0.06% 213
2024
Q2
$508K Buy
1,138
+946
+493% +$422K 0.06% 242
2024
Q1
$82K Sell
192
-1,403
-88% -$600K 0.16% 85
2023
Q4
$703K Buy
1,595
+165
+12% +$72.7K 0.12% 145
2023
Q3
$522K Buy
1,430
+80
+6% +$29.2K 0.15% 153
2023
Q2
$540K Buy
+1,350
New +$540K 0.09% 202