Romano Brothers & Co’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
$338K Buy
641
+52
+9% +$27.4K 0.04% 258
2025
Q1
$299K Sell
589
-18
-3% -$9.15K 0.04% 268
2024
Q4
$302K Sell
607
-31
-5% -$15.4K 0.04% 260
2024
Q3
$330K Hold
638
0.04% 253
2024
Q2
$285K Sell
638
-13
-2% -$5.8K 0.04% 259
2024
Q1
$277K Hold
651
0.04% 267
2023
Q4
$287K Sell
651
-99
-13% -$43.6K 0.04% 254
2023
Q3
$274K Sell
750
-4
-0.5% -$1.46K 0.04% 262
2023
Q2
$302K Sell
754
-75
-9% -$30.1K 0.05% 256
2023
Q1
$286K Sell
829
-516
-38% -$178K 0.04% 258
2022
Q4
$451K Sell
1,345
-31
-2% -$10.4K 0.07% 213
2022
Q3
$420K Buy
+1,376
New +$420K 0.07% 214