Convergence Financial’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	$1.2M	Buy	9,542 +207	+2%	+$26K	0.21%	69
2025 Q1	$1.23M	Buy	9,335 +7,448	+395%	+$981K	0.24%	60
2024 Q4	$250K	Sell	1,887 -28	-1%	-$3.71K	0.05%	136
2024 Q3	$252K	Sell	1,915 -237	-11%	-$31.2K	0.05%	138
2024 Q2	$313K	Buy	+2,152	New	+$313K	0.08%	119