Congress Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	9,202 +411	+5%	+$49.3K	0.01%	672
2025 Q1	$1.16M	Buy	8,791 +361	+4%	+$48.4K	0.01%	599
2024 Q4	$1.12M	Sell	8,430 -685	-8%	-$93.7K	0.02%	500
2024 Q3	$1.2M	Sell	9,115 -4,861	-35%	-$672K	0.02%	491
2024 Q2	$2.03M	Sell	13,976 -112,623	-89%	-$17M	0.03%	357
2024 Q1	$19.6M	Buy	126,599 +564	+0.4%	+$78.1K	0.34%	74
2023 Q4	$17.3M	Sell	126,035 -418	-0.3%	-$58.8K	0.32%	75
2023 Q3	$18.7M	Buy	126,453 +110,879	+712%	+$15.9M	0.39%	54
2023 Q2	$2.01M	Buy	15,574 +685	+5%	+$85.8K	0.05%	260
2023 Q1	$1.9M	Buy	14,889 +444	+3%	+$59K	0.05%	268
2022 Q4	$1.96M	Sell	14,445 -320	-2%	-$46.4K	0.05%	261
2022 Q3	$1.84M	Buy	14,765 +1,368	+10%	+$181K	0.05%	280
2022 Q2	$1.6M	Sell	13,397 -4,324	-24%	-$607K	0.04%	296
2022 Q1	$2.38M	Sell	17,721 -219	-1%	-$25.2K	0.05%	281
2021 Q4	$1.72M	Buy	+17,940	New	+$1.84M	0.03%	318