Arkadios Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.37M Sell
26,793
-8,080
-23% -$1.02M 0.1% 217
2025
Q1
$4.59M Buy
34,873
+27,216
+355% +$3.58M 0.17% 133
2024
Q4
$1.01M Sell
7,657
-76
-1% -$10.1K 0.06% 330
2024
Q3
$1.02M Sell
7,733
-238
-3% -$31.3K 0.06% 319
2024
Q2
$1.16M Buy
+7,971
New +$1.16M 0.08% 250
2023
Q4
Sell
-2,070
Closed -$306K 762
2023
Q3
$306K Buy
+2,070
New +$306K 0.03% 483
2022
Q1
Sell
-4,423
Closed -$424K 632
2021
Q4
$424K Buy
4,423
+2,537
+135% +$243K 0.06% 358
2021
Q3
$182K Buy
1,886
+123
+7% +$11.9K 0.03% 530
2021
Q2
$170K Sell
1,763
-55
-3% -$5.3K 0.02% 577
2021
Q1
$147K Buy
1,818
+814
+81% +$65.8K 0.02% 460
2020
Q4
$58K Buy
1,004
+237
+31% +$13.7K 0.01% 526
2020
Q3
$33.4K Sell
767
-442
-37% -$19.3K 0.02% 484
2020
Q2
$60.9K Sell
1,209
-1,125
-48% -$56.7K 0.03% 341
2020
Q1
$76.8K Buy
+2,334
New +$76.8K 0.05% 276