Park Square Financial Group’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	$34.3K	Buy	65 +2	+3%	+$1.06K	0.02%	361
2025 Q1	$32K	Sell	63 -115	-65%	-$58.4K	0.03%	341
2024 Q4	$88.7K	Buy	+178	New	+$88.7K	0.06%	197