SevenBridge Financial 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 | $2.13M | Buy |
3,810
+1,367
| +56% | +$764K | 0.38% | 85 |
|
|
2025
Q1 | $1.27M | Buy |
+2,443
| New | +$1.27M | 0.25% | 110 |
|
|
2019
Q3 | – | Sell |
-423
| Closed | -$96K | – | 497 |
|
|
2019
Q2 | $96K | Sell |
423
-43
| -9% | -$9.76K | 0.03% | 198 |
|
|
2019
Q1 | $98K | Hold |
466
| – | – | 0.04% | 168 |
|
|
2018
Q4 | $79K | Hold |
466
| – | – | 0.05% | 171 |
|
|
2018
Q3 | $91K | Hold |
466
| – | – | 0.05% | 176 |
|
|
2018
Q2 | $95K | Hold |
466
| – | – | 0.05% | 186 |
|
|
2018
Q1 | $89K | Hold |
466
| – | – | 0.05% | 191 |
|
|
2017
Q4 | $79K | Hold |
466
| – | – | 0.04% | 211 |
|
|
2017
Q3 | $73K | Buy |
466
+90
| +24% | +$14.1K | 0.04% | 215 |
|
|
2017
Q2 | $55K | Hold |
376
| – | – | 0.03% | 247 |
|
|
2017
Q1 | $49K | Buy |
376
+165
| +78% | +$21.5K | 0.03% | 252 |
|
|
2016
Q4 | $26K | Hold |
211
| – | – | 0.02% | 330 |
|
|
2016
Q3 | $26K | Buy |
+211
| New | +$26K | 0.02% | 329 |
|