Stonebridge Financial Group’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	-238	Closed	-$121K	–	838
2025 Q1	$121K	Buy	238 +6	+3%	+$3.05K	0.01%	274
2024 Q4	$116K	Buy	+232	New	+$116K	0.01%	277