Congress Wealth Management’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 | $1.16M | Buy |
9,202
+411
| +5% | +$51.7K | 0.01% | 672 |
|
|
2025
Q1 | $1.16M | Buy |
8,791
+361
| +4% | +$47.6K | 0.01% | 599 |
|
|
2024
Q4 | $1.12M | Sell |
8,430
-685
| -8% | -$90.7K | 0.02% | 500 |
|
|
2024
Q3 | $1.2M | Sell |
9,115
-4,861
| -35% | -$639K | 0.02% | 491 |
|
|
2024
Q2 | $2.03M | Sell |
13,976
-112,623
| -89% | -$16.4M | 0.03% | 357 |
|
|
2024
Q1 | $19.6M | Buy |
126,599
+564
| +0.4% | +$87.4K | 0.34% | 74 |
|
|
2023
Q4 | $17.3M | Sell |
126,035
-418
| -0.3% | -$57.2K | 0.32% | 75 |
|
|
2023
Q3 | $18.7M | Buy |
126,453
+110,879
| +712% | +$16.4M | 0.39% | 54 |
|
|
2023
Q2 | $2.01M | Buy |
15,574
+685
| +5% | +$88.3K | 0.05% | 260 |
|
|
2023
Q1 | $1.9M | Buy |
14,889
+444
| +3% | +$56.7K | 0.05% | 268 |
|
|
2022
Q4 | $1.96M | Sell |
14,445
-320
| -2% | -$43.5K | 0.05% | 261 |
|
|
2022
Q3 | $1.84M | Buy |
14,765
+1,368
| +10% | +$171K | 0.05% | 280 |
|
|
2022
Q2 | $1.6M | Sell |
13,397
-4,324
| -24% | -$516K | 0.04% | 296 |
|
|
2022
Q1 | $2.39M | Sell |
17,721
-219
| -1% | -$29.5K | 0.05% | 281 |
|
|
2021
Q4 | $1.72M | Buy |
+17,940
| New | +$1.72M | 0.03% | 316 |
|