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 |
|