PFA

Plotkin Financial Advisors’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$557K	Buy	1,057 +48	+5%	+$25.3K	0.31%	50
2025 Q1	$513K	Buy	1,009 +25	+3%	+$12.7K	0.32%	50
2024 Q4	$490K	Hold	984	–	–	0.29%	49
2024 Q3	$508K	Buy	984 +84	+9%	+$43.4K	0.3%	50
2024 Q2	$401K	Hold	900	–	–	0.26%	58
2024 Q1	$383K	Hold	900	–	–	0.25%	57
2023 Q4	$396K	Hold	900	–	–	0.3%	54
2023 Q3	$329K	Hold	900	–	–	0.29%	56
2023 Q2	$361K	Hold	900	–	–	0.3%	53
2023 Q1	$310K	Hold	900	–	–	0.29%	54
2022 Q4	$301K	Hold	900	–	–	0.31%	49
2022 Q3	$275K	Hold	900	–	–	0.28%	54
2022 Q2	$303K	Hold	900	–	–	0.29%	53
2022 Q1	$369K	Hold	900	–	–	0.26%	56
2021 Q4	$425K	Hold	900	–	–	0.27%	56
2021 Q3	$382K	Hold	900	–	–	0.23%	63
2021 Q2	$369K	Hold	900	–	–	0.2%	67
2021 Q1	$318K	Hold	900	–	–	0.19%	56
2020 Q4	$296K	Hold	900	–	–	0.2%	51
2020 Q3	$325K	Hold	900	–	–	0.36%	45
2020 Q2	$297K	Hold	900	–	–	0.25%	46
2020 Q1	$221K	Hold	900	–	–	0.27%	49
2019 Q4	$246K	Buy	+900	New	+$246K	0.23%	58