Proficio Capital Partners’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
$698K Buy
1,323
+57
+5% +$30.1K 0.04% 197
2025
Q1
$643K Buy
1,266
+22
+2% +$11.2K 0.05% 178
2024
Q4
$619K Buy
1,244
+373
+43% +$186K 0.05% 155
2024
Q3
$450K Sell
871
-249
-22% -$129K 0.04% 163
2024
Q2
$499K Sell
1,120
-79
-7% -$35.2K 0.05% 163
2024
Q1
$510K Buy
1,199
+137
+13% +$58.3K 0.06% 162
2023
Q4
$468K Buy
1,062
+84
+9% +$37K 0.06% 157
2023
Q3
$357K Buy
978
+47
+5% +$17.2K 0.05% 186
2023
Q2
$373K Buy
931
+19
+2% +$7.62K 0.05% 183
2023
Q1
$314K Buy
912
+31
+4% +$10.7K 0.05% 201
2022
Q4
$297K Sell
881
-193
-18% -$65.1K 0.06% 201
2022
Q3
$318K Buy
1,074
+70
+7% +$20.7K 0.06% 173
2022
Q2
$339K Hold
1,004
0.06% 172
2022
Q1
$412K Buy
1,004
+64
+7% +$26.3K 0.06% 165
2021
Q4
$444K Sell
940
-4
-0.4% -$1.89K 0.06% 154
2021
Q3
$401K Sell
944
-1,626
-63% -$691K 0.05% 169
2021
Q2
$1.06M Buy
2,570
+8
+0.3% +$3.28K 0.13% 92
2021
Q1
$904K Sell
2,562
-1,741
-40% -$614K 0.12% 94
2020
Q4
$1.42M Sell
4,303
-75
-2% -$24.7K 0.22% 65
2020
Q3
$1.58M Buy
4,378
+6
+0.1% +$2.16K 0.28% 55
2020
Q2
$1.44M Buy
4,372
+208
+5% +$68.5K 0.29% 47
2020
Q1
$1.2M Buy
4,164
+336
+9% +$97K 0.3% 53
2019
Q4
$1.05M Sell
3,828
-8
-0.2% -$2.18K 0.3% 56
2019
Q3
$940K Sell
3,836
-6
-0.2% -$1.47K 0.35% 51
2019
Q2
$875K Buy
3,842
+38
+1% +$8.65K 0.3% 55
2019
Q1
$801K Buy
3,804
+879
+30% +$185K 0.29% 59
2018
Q4
$497K Buy
2,925
+2,631
+895% +$447K 0.22% 68
2018
Q3
$57K Sell
294
-8
-3% -$1.55K 0.02% 314
2018
Q2
$62K Hold
302
0.03% 297
2018
Q1
$58K Buy
302
+38
+14% +$7.3K 0.02% 305
2017
Q4
$45K Buy
264
+9
+4% +$1.53K 0.01% 375
2017
Q3
$40K Hold
255
0.02% 432
2017
Q2
$39K Sell
255
-174
-41% -$26.6K 0.02% 442
2017
Q1
$60K Buy
429
+217
+102% +$30.4K 0.03% 342
2016
Q4
$23K Hold
212
0.01% 412
2016
Q3
$27K Buy
212
+25
+13% +$3.18K 0.02% 378
2016
Q2
$23K Buy
+187
New +$23K 0.01% 410