Stokes Capital 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
Q2
$420K Sell
796
-414
-34% -$218K 0.1% 61
2025
Q1
$615K Buy
+1,210
New +$615K 0.16% 62