Bleakley Financial Group’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 | $5.81M | Buy |
11,025
+821
| +8% | +$433K | 0.15% | 132 |
|
|
2025
Q1 | $5.18M | Buy |
10,204
+3,175
| +45% | +$1.61M | 0.17% | 121 |
|
|
2024
Q4 | $3.5M | Buy |
7,029
+73
| +1% | +$36.4K | 0.11% | 168 |
|
|
2024
Q3 | $3.59M | Buy |
6,956
+328
| +5% | +$169K | 0.11% | 161 |
|
|
2024
Q2 | $2.96M | Buy |
6,628
+107
| +2% | +$47.7K | 0.09% | 213 |
|
|
2024
Q1 | $2.77M | Buy |
6,521
+138
| +2% | +$58.7K | 0.08% | 235 |
|
|
2023
Q4 | $2.81M | Buy |
6,383
+1,024
| +19% | +$451K | 0.09% | 212 |
|
|
2023
Q3 | $1.96M | Sell |
5,359
-412
| -7% | -$151K | 0.07% | 264 |
|
|
2023
Q2 | $2.31M | Sell |
5,771
-1,513
| -21% | -$606K | 0.07% | 237 |
|
|
2023
Q1 | $2.51M | Buy |
7,284
+64
| +0.9% | +$22.1K | 0.08% | 207 |
|
|
2022
Q4 | $2.42M | Buy |
+7,220
| New | +$2.42M | 0.09% | 211 |
|