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

Trivest Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-36,400
Closed -$18.1M – 49
2024
Q4 		$18.1M Buy
+36,400
New +$18.1M 0.82% 30