Silver Lake Advisory’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
$281K Buy
532
+1
+0.2% +$528 0.12% 92
2025
Q1
$270K Buy
531
+1
+0.2% +$508 0.12% 91
2024
Q4
$264K Buy
530
+1
+0.2% +$498 0.12% 90
2024
Q3
$273K Buy
529
+1
+0.2% +$517 0.11% 92
2024
Q2
$236K Sell
528
-24
-4% -$10.7K 0.11% 90
2024
Q1
$235K Buy
+552
New +$235K 0.1% 90
2023
Q3
Sell
-549
Closed -$220K 86
2023
Q2
$220K Buy
+549
New +$220K 0.12% 90
2022
Q2
Sell
-557
Closed -$228K 103
2022
Q1
$228K Buy
557
+1
+0.2% +$409 0.11% 97
2021
Q4
$262K Buy
556
+1
+0.2% +$471 0.12% 95
2021
Q3
$236K Buy
555
+1
+0.2% +$425 0.12% 100
2021
Q2
$241K Buy
+554
New +$241K 0.12% 97
2020
Q4
Sell
-570
Closed -$206K 94
2020
Q3
$206K Buy
+570
New +$206K 0.13% 87