TFB Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$475K Sell
2025
Q1
$475K Sell
2024
Q4
$481K Sell
2024
Q3
$500K Buy
2024
Q2
$429K Buy
2024
Q1
$275K Buy