Rossby Financial’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
$622K Sell
1,179
-67
-5% -$35.3K 0.23% 80
2025
Q1
$598K Sell
1,246
-182
-13% -$87.4K 0.25% 77
2024
Q4
$711K Buy
+1,428
New +$711K 0.44% 52