TFC Financial Management’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
Q2 | $317K | Hold |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Buy |
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