Sovereign Investment Advisors’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 Q1	–	Sell	-1,325	Closed	-$660K	–	80
2024 Q4	$660K	Buy	+1,325	New	+$660K	0.2%	42