BFSG 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 | $22.1K | Hold |
42
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $21.3K | Hold |
42
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $20.9K | Hold |
42
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $21.7K | Hold |
42
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $18.7K | Hold |
42
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $17.9K | Buy |
+42
| New | +$17.9K | ﹤0.01% | 442 |
|
|
2023
Q3 | – | Sell |
-2,299
| Closed | -$922K | – | 266 |
|
|
2023
Q2 | $922K | Buy |
+2,299
| New | +$922K | 0.16% | 138 |
|
|
2022
Q2 | – | Sell |
-1,967
| Closed | -$807K | – | 215 |
|
|
2022
Q1 | $807K | Buy |
+1,967
| New | +$807K | 0.13% | 136 |
|
|
2020
Q1 | – | Sell |
-2,165
| Closed | -$591K | – | 189 |
|
|
2019
Q4 | $591K | Sell |
2,165
-9
| -0.4% | -$2.46K | 0.11% | 146 |
|
|
2019
Q3 | $533K | Buy |
2,174
+82
| +4% | +$20.1K | 0.12% | 140 |
|
|
2019
Q2 | $477K | Buy |
+2,092
| New | +$477K | 0.19% | 93 |
|
|
2018
Q3 | – | Sell |
-2,058
| Closed | -$420K | – | 137 |
|
|
2018
Q2 | $420K | Buy |
2,058
+99
| +5% | +$20.2K | 0.18% | 104 |
|
|
2018
Q1 | $374K | Sell |
1,959
-27
| -1% | -$5.16K | 0.17% | 91 |
|
|
2017
Q4 | $336K | Buy |
1,986
+402
| +25% | +$68K | 0.14% | 100 |
|
|
2017
Q3 | $248K | Buy |
1,584
+117
| +8% | +$18.3K | 0.11% | 111 |
|
|
2017
Q2 | $214K | Buy |
+1,467
| New | +$214K | 0.11% | 109 |
|