Proficio Capital Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,323
| Closed | -$698K | – | 398 |
|
|
2025
Q2 | $698K | Buy |
1,323
+57
| +5% | +$28.4K | 0.04% | 197 |
|
|
2025
Q1 | $643K | Buy |
1,266
+22
| +2% | +$11.2K | 0.05% | 178 |
|
|
2024
Q4 | $619K | Buy |
1,244
+373
| +43% | +$189K | 0.05% | 155 |
|
|
2024
Q3 | $450K | Sell |
871
-249
| -22% | -$123K | 0.04% | 163 |
|
|
2024
Q2 | $499K | Sell |
1,120
-79
| -7% | -$33.9K | 0.05% | 163 |
|
|
2024
Q1 | $510K | Buy |
1,199
+137
| +13% | +$59.4K | 0.06% | 162 |
|
|
2023
Q4 | $468K | Buy |
1,062
+84
| +9% | +$33.1K | 0.06% | 157 |
|
|
2023
Q3 | $357K | Buy |
978
+47
| +5% | +$18.5K | 0.05% | 186 |
|
|
2023
Q2 | $373K | Buy |
931
+19
| +2% | +$6.94K | 0.05% | 183 |
|
|
2023
Q1 | $314K | Buy |
912
+31
| +4% | +$10.9K | 0.05% | 201 |
|
|
2022
Q4 | $297K | Sell |
881
-193
| -18% | -$63.6K | 0.06% | 201 |
|
|
2022
Q3 | $318K | Buy |
1,074
+70
| +7% | +$25K | 0.06% | 173 |
|
|
2022
Q2 | $339K | Hold |
1,004
| – | – | 0.06% | 173 |
|
|
2022
Q1 | $412K | Buy |
1,004
+64
| +7% | +$26.1K | 0.06% | 165 |
|
|
2021
Q4 | $444K | Sell |
940
-4
| -0.4% | -$1.83K | 0.06% | 154 |
|
|
2021
Q3 | $401K | Sell |
944
-1,626
| -63% | -$705K | 0.05% | 169 |
|
|
2021
Q2 | $1.05M | Buy |
2,570
+8
| +0.3% | +$3.08K | 0.13% | 92 |
|
|
2021
Q1 | $904K | Sell |
2,562
-1,741
| -40% | -$579K | 0.12% | 94 |
|
|
2020
Q4 | $1.42M | Sell |
4,303
-75
| -2% | -$25.3K | 0.22% | 65 |
|
|
2020
Q3 | $1.58M | Buy |
4,378
+6
| +0.1% | +$2.12K | 0.28% | 55 |
|
|
2020
Q2 | $1.44M | Buy |
4,372
+208
| +5% | +$62.5K | 0.29% | 47 |
|
|
2020
Q1 | $1.2M | Buy |
4,164
+336
| +9% | +$92.2K | 0.3% | 53 |
|
|
2019
Q4 | $1.04M | Sell |
3,828
-8
| -0.2% | -$2.08K | 0.3% | 56 |
|
|
2019
Q3 | $940K | Sell |
3,836
-6
| -0.2% | -$1.5K | 0.35% | 51 |
|
|
2019
Q2 | $875K | Buy |
3,842
+38
| +1% | +$8.3K | 0.3% | 55 |
|
|
2019
Q1 | $801K | Buy |
3,804
+879
| +30% | +$170K | 0.29% | 59 |
|
|
2018
Q4 | $497K | Buy |
2,925
+2,631
| +895% | +$471K | 0.22% | 68 |
|
|
2018
Q3 | $57K | Sell |
294
-8
| -3% | -$1.65K | 0.02% | 317 |
|
|
2018
Q2 | $62K | Hold |
302
| – | – | 0.03% | 299 |
|
|
2018
Q1 | $58K | Buy |
302
+38
| +14% | +$7.01K | 0.02% | 307 |
|
|
2017
Q4 | $45K | Buy |
264
+9
| +4% | +$1.47K | 0.02% | 376 |
|
|
2017
Q3 | $40K | Hold |
255
| – | – | 0.02% | 432 |
|
|
2017
Q2 | $39K | Sell |
255
-174
| -41% | -$24.2K | 0.02% | 443 |
|
|
2017
Q1 | $60K | Buy |
429
+217
| +102% | +$27K | 0.03% | 342 |
|
|
2016
Q4 | $23K | Hold |
212
| – | – | 0.01% | 413 |
|
|
2016
Q3 | $27K | Buy |
212
+25
| +13% | +$3K | 0.02% | 380 |
|
|
2016
Q2 | $23K | Buy |
+187
| New | +$20.1K | 0.01% | 410 |
|
Other funds holding SPGI
