Brighton Jones 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 | $2.13M | Buy |
4,034
+796
| +25% | +$420K | 0.06% | 182 |
|
2025
Q1 | $1.65M | Buy |
3,238
+62
| +2% | +$31.5K | 0.05% | 186 |
|
2024
Q4 | $1.58M | Buy |
3,176
+143
| +5% | +$71.2K | 0.05% | 193 |
|
2024
Q3 | $1.57M | Sell |
3,033
-80
| -3% | -$41.3K | 0.06% | 161 |
|
2024
Q2 | $1.39M | Buy |
3,113
+107
| +4% | +$47.7K | 0.05% | 185 |
|
2024
Q1 | $1.28M | Sell |
3,006
-99
| -3% | -$42.1K | 0.05% | 195 |
|
2023
Q4 | $1.37M | Sell |
3,105
-32
| -1% | -$14.1K | 0.06% | 167 |
|
2023
Q3 | $1.15M | Buy |
3,137
+33
| +1% | +$12.1K | 0.06% | 166 |
|
2023
Q2 | $1.24M | Buy |
3,104
+172
| +6% | +$69K | 0.06% | 162 |
|
2023
Q1 | $1.01M | Buy |
2,932
+1
| +0% | +$345 | 0.06% | 180 |
|
2022
Q4 | $982K | Sell |
2,931
-446
| -13% | -$149K | 0.06% | 168 |
|
2022
Q3 | $1.03M | Buy |
3,377
+103
| +3% | +$31.4K | 0.06% | 157 |
|
2022
Q2 | $1.1M | Sell |
3,274
-210
| -6% | -$70.7K | 0.06% | 153 |
|
2022
Q1 | $1.43M | Buy |
3,484
+177
| +5% | +$72.6K | 0.07% | 141 |
|
2021
Q4 | $1.56M | Sell |
3,307
-72
| -2% | -$34K | 0.07% | 127 |
|
2021
Q3 | $1.44M | Buy |
3,379
+40
| +1% | +$17K | 0.07% | 122 |
|
2021
Q2 | $1.37M | Sell |
3,339
-4
| -0.1% | -$1.64K | 0.07% | 121 |
|
2021
Q1 | $1.18M | Buy |
3,343
+410
| +14% | +$145K | 0.07% | 128 |
|
2020
Q4 | $964K | Buy |
2,933
+1
| +0% | +$329 | 0.06% | 137 |
|
2020
Q3 | $1.06M | Buy |
2,932
+475
| +19% | +$171K | 0.07% | 112 |
|
2020
Q2 | $809K | Sell |
2,457
-88
| -3% | -$29K | 0.07% | 127 |
|
2020
Q1 | $624K | Buy |
2,545
+24
| +1% | +$5.88K | 0.07% | 137 |
|
2019
Q4 | $688K | Sell |
2,521
-179
| -7% | -$48.9K | 0.07% | 151 |
|
2019
Q3 | $662K | Sell |
2,700
-106
| -4% | -$26K | 0.08% | 141 |
|
2019
Q2 | $639K | Sell |
2,806
-205
| -7% | -$46.7K | 0.07% | 141 |
|
2019
Q1 | $634K | Buy |
3,011
+13
| +0.4% | +$2.74K | 0.08% | 144 |
|
2018
Q4 | $510K | Buy |
2,998
+15
| +0.5% | +$2.55K | 0.07% | 142 |
|
2018
Q3 | $583K | Buy |
2,983
+7
| +0.2% | +$1.37K | 0.07% | 143 |
|
2018
Q2 | $607K | Buy |
+2,976
| New | +$607K | 0.08% | 148 |
|