Newbridge Financial Services 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 | $18.3K | Sell |
35
-1,639
| -98% | -$855K | ﹤0.01% | 744 |
|
|
2025
Q1 | $851K | Sell |
1,674
-47
| -3% | -$23.9K | 0.21% | 93 |
|
|
2024
Q4 | $857K | Buy |
1,721
+10
| +0.6% | +$4.98K | 0.22% | 82 |
|
|
2024
Q3 | $884K | Buy |
1,711
+1,044
| +157% | +$539K | 0.31% | 70 |
|
|
2024
Q2 | $297K | Buy |
667
+633
| +1,862% | +$282K | 0.11% | 134 |
|
|
2024
Q1 | $14.6K | Sell |
34
-6
| -15% | -$2.58K | 0.01% | 681 |
|
|
2023
Q4 | $17.7K | Sell |
40
-34
| -46% | -$15.1K | 0.01% | 615 |
|
|
2023
Q3 | $26.9K | Buy |
74
+8
| +12% | +$2.91K | 0.01% | 574 |
|
|
2023
Q2 | $26.6K | Hold |
66
| – | – | 0.01% | 610 |
|
|
2023
Q1 | $22.8K | Hold |
66
| – | – | 0.01% | 668 |
|
|
2022
Q4 | $22.1K | Buy |
66
+59
| +843% | +$19.8K | 0.01% | 687 |
|
|
2022
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 1236 |
|
|
2022
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 1242 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$30K | – | 1425 |
|
|
2020
Q4 | $30K | Buy |
90
+18
| +25% | +$6K | 0.02% | 450 |
|
|
2020
Q3 | $26K | Buy |
+72
| New | +$26K | 0.03% | 441 |
|