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 |
|