Stephens Consulting’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.91K Buy
15
+10
+200% +$5.27K ﹤0.01% 351
2025
Q1
$2.54K Buy
+5
New +$2.54K ﹤0.01% 426
2022
Q1
Sell
-9
Closed -$4.25K 662
2021
Q4
$4.25K Buy
+9
New +$4.25K ﹤0.01% 504