Boston Family Office’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 | $28M | Buy |
53,181
+467
| +0.9% | +$246K | 1.86% | 11 |
|
|
2025
Q1 | $26.8M | Sell |
52,714
-69
| -0.1% | -$35.1K | 1.9% | 12 |
|
|
2024
Q4 | $26.3M | Buy |
52,783
+391
| +0.7% | +$195K | 1.81% | 13 |
|
|
2024
Q3 | $27.1M | Buy |
52,392
+122
| +0.2% | +$63K | 1.83% | 13 |
|
|
2024
Q2 | $23.3M | Buy |
52,270
+917
| +2% | +$409K | 1.68% | 16 |
|
|
2024
Q1 | $21.8M | Buy |
51,353
+1,389
| +3% | +$591K | 1.57% | 21 |
|
|
2023
Q4 | $22M | Buy |
49,964
+405
| +0.8% | +$178K | 1.65% | 17 |
|
|
2023
Q3 | $18.1M | Sell |
49,559
-78
| -0.2% | -$28.5K | 1.48% | 21 |
|
|
2023
Q2 | $19.9M | Buy |
49,637
+1,206
| +2% | +$483K | 1.52% | 18 |
|
|
2023
Q1 | $16.7M | Buy |
48,431
+887
| +2% | +$306K | 1.34% | 24 |
|
|
2022
Q4 | $15.9M | Sell |
47,544
-4,845
| -9% | -$1.62M | 1.32% | 24 |
|
|
2022
Q3 | $16M | Buy |
52,389
+6,548
| +14% | +$2M | 1.42% | 22 |
|
|
2022
Q2 | $15.5M | Sell |
45,841
-2,764
| -6% | -$932K | 1.29% | 24 |
|
|
2022
Q1 | $19.9M | Buy |
48,605
+3,316
| +7% | +$1.36M | 1.42% | 22 |
|
|
2021
Q4 | $21.4M | Buy |
45,289
+1,926
| +4% | +$909K | 1.39% | 20 |
|
|
2021
Q3 | $18.4M | Buy |
43,363
+1,017
| +2% | +$432K | 1.33% | 21 |
|
|
2021
Q2 | $17.4M | Buy |
42,346
+7,908
| +23% | +$3.25M | 1.24% | 24 |
|
|
2021
Q1 | $11.1M | Buy |
34,438
+7,148
| +26% | +$2.3M | 0.83% | 39 |
|
|
2020
Q4 | $8.97M | Sell |
27,290
-575
| -2% | -$189K | 0.69% | 49 |
|
|
2020
Q3 | $10M | Sell |
27,865
-59
| -0.2% | -$21.3K | 0.91% | 41 |
|
|
2020
Q2 | $9.2M | Sell |
27,924
-282
| -1% | -$92.9K | 0.89% | 37 |
|
|
2020
Q1 | $6.91M | Hold |
28,206
| – | – | 0.82% | 41 |
|
|
2019
Q4 | $7.7M | Hold |
28,206
| – | – | 0.73% | 45 |
|
|
2019
Q3 | $6.91M | Sell |
28,206
-70
| -0.2% | -$17.1K | 0.72% | 47 |
|
|
2019
Q2 | $6.44M | Sell |
28,276
-34
| -0.1% | -$7.75K | 0.67% | 50 |
|
|
2019
Q1 | $5.96M | Sell |
28,310
-270
| -0.9% | -$56.9K | 0.64% | 50 |
|
|
2018
Q4 | $4.86M | Hold |
28,580
| – | – | 0.6% | 52 |
|
|
2018
Q3 | $5.58M | Hold |
28,580
| – | – | 0.59% | 53 |
|
|
2018
Q2 | $5.83M | Hold |
28,580
| – | – | 0.66% | 52 |
|
|
2018
Q1 | $5.46M | Sell |
28,580
-300
| -1% | -$57.3K | 0.62% | 58 |
|
|
2017
Q4 | $4.89M | Hold |
28,880
| – | – | 0.54% | 64 |
|
|
2017
Q3 | $4.51M | Sell |
28,880
-330
| -1% | -$51.6K | 0.51% | 66 |
|
|
2017
Q2 | $4.26M | Sell |
29,210
-15
| -0.1% | -$2.19K | 0.5% | 64 |
|
|
2017
Q1 | $3.82M | Sell |
29,225
-450
| -2% | -$58.8K | 0.47% | 70 |
|
|
2016
Q4 | $3.19M | Sell |
29,675
-400
| -1% | -$43K | 0.41% | 76 |
|
|
2016
Q3 | $3.81M | Sell |
30,075
-20
| -0.1% | -$2.53K | 0.49% | 68 |
|
|
2016
Q2 | $3.23M | Buy |
+30,095
| New | +$3.23M | 0.42% | 74 |
|