SFM LLC’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 | $826K | Sell |
1,567
-66
| -4% | -$34.8K | 0.53% | 39 |
|
|
2025
Q1 | $830K | Buy |
1,633
+332
| +26% | +$169K | 0.61% | 38 |
|
|
2024
Q4 | $648K | Buy |
1,301
+26
| +2% | +$12.9K | 0.46% | 42 |
|
|
2024
Q3 | $658K | Buy |
1,275
+4
| +0.3% | +$2.07K | 0.49% | 41 |
|
|
2024
Q2 | $567K | Buy |
1,271
+22
| +2% | +$9.81K | 0.43% | 41 |
|
|
2024
Q1 | $531K | Sell |
1,249
-69
| -5% | -$29.3K | 0.41% | 42 |
|
|
2023
Q4 | $581K | Buy |
+1,318
| New | +$581K | 0.48% | 37 |
|