Stage Harbor 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	–	Sell	-407	Closed	-$207K	–	61
2025 Q1	$207K	Hold	407	–	–	0.18%	58
2024 Q4	$203K	Hold	407	–	–	0.18%	57
2024 Q3	$212K	Buy	+407	New	+$212K	0.19%	46