Summitry LLC’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
$466K Buy
883
+18
+2% +$9.49K 0.02% 101
2025
Q1
$440K Buy
865
+8
+0.9% +$4.07K 0.02% 92
2024
Q4
$427K Sell
857
-8
-0.9% -$3.98K 0.02% 87
2024
Q3
$447K Buy
+865
New +$447K 0.02% 86