Capstone Triton Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $219K | Buy |
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