Procyon Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$1.28M Sell
2025
Q1
$1.8M Buy
2024
Q4
$1.58M Buy
2024
Q3
$1.51M Sell
2024
Q2
$1.31M Buy
2024
Q1
$486K Sell
2023
Q4
$505K Buy
2023
Q3
$369K Buy
2023
Q2
$235K Buy
2022
Q1
Sell
2021
Q4
$592K Buy
2021
Q3
$533K Buy
2021
Q2
$502K Buy
2021
Q1
$372K Buy
2020
Q4
$320K Buy
2020
Q3
$326K Buy
2020
Q2
$263K Sell
2020
Q1
$217K Sell
2019
Q4
$359K Buy