Blue Fin Capital’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
$2.69M Buy
+5,105
New +$2.69M 0.46% 44
2024
Q4
$2.48M Buy
4,972
+311
+7% +$155K 0.46% 41
2024
Q3
$2.41M Buy
4,661
+192
+4% +$99.2K 0.46% 46
2024
Q2
$1.99M Buy
4,469
+282
+7% +$126K 0.4% 46
2024
Q1
$1.78M Buy
4,187
+23
+0.6% +$9.79K 0.4% 50
2023
Q4
$1.83M Sell
4,164
-95
-2% -$41.9K 0.47% 50
2023
Q3
$1.56M Buy
4,259
+180
+4% +$65.8K 0.45% 46
2023
Q2
$1.64M Buy
4,079
+4
+0.1% +$1.6K 0.47% 46
2023
Q1
$1.42M Sell
4,075
-22
-0.5% -$7.65K 0.46% 51
2022
Q4
$1.37M Sell
4,097
-111
-3% -$37.2K 0.5% 51
2022
Q3
$1.29M Buy
4,208
+53
+1% +$16.2K 0.49% 55
2022
Q2
$1.4M Sell
4,155
-125
-3% -$42.1K 0.5% 53
2022
Q1
$1.76M Buy
4,280
+74
+2% +$30.3K 0.51% 47
2021
Q4
$1.99M Sell
4,206
-280
-6% -$132K 0.55% 44
2021
Q3
$1.91M Buy
4,486
+3
+0.1% +$1.28K 0.58% 44
2021
Q2
$1.84M Buy
4,483
+102
+2% +$41.9K 0.57% 44
2021
Q1
$1.55M Buy
4,381
+97
+2% +$34.2K 0.53% 51
2020
Q4
$1.41M Buy
4,284
+245
+6% +$80.5K 0.5% 55
2020
Q3
$1.46M Buy
4,039
+108
+3% +$38.9K 0.59% 45
2020
Q2
$1.3M Buy
3,931
+1,017
+35% +$335K 0.57% 49
2020
Q1
$714K Buy
2,914
+343
+13% +$84K 0.39% 68
2019
Q4
$702K Buy
2,571
+69
+3% +$18.8K 0.33% 81
2019
Q3
$612K Buy
2,502
+240
+11% +$58.7K 0.32% 78
2019
Q2
$515K Buy
2,262
+256
+13% +$58.3K 0.27% 88
2019
Q1
$422K Buy
2,006
+119
+6% +$25K 0.22% 95
2018
Q4
$320K Sell
1,887
-355
-16% -$60.2K 0.19% 107
2018
Q3
$438K Buy
2,242
+57
+3% +$11.1K 0.22% 91
2018
Q2
$445K Buy
2,185
+520
+31% +$106K 0.24% 90
2018
Q1
$318K Hold
1,665
0.18% 100
2017
Q4
$282K Buy
1,665
+30
+2% +$5.08K 0.16% 112
2017
Q3
$255K Hold
1,635
0.16% 116
2017
Q2
$238K Sell
1,635
-540
-25% -$78.6K 0.15% 119
2017
Q1
$284K Hold
2,175
0.17% 110
2016
Q4
$234K Sell
2,175
-210
-9% -$22.6K 0.15% 119
2016
Q3
$302K Hold
2,385
0.24% 97
2016
Q2
$256K Buy
+2,385
New +$256K 0.21% 105