Sagespring Wealth Partners’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	$3.07M	Buy	5,822 +516	+10%	+$272K	0.07%	140
2025 Q1	$2.7M	Buy	5,306 +668	+14%	+$339K	0.07%	133
2024 Q4	$2.31M	Buy	+4,638	New	+$2.31M	0.06%	131