Gryphon Financial Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,791
| Closed | -$243K | – | 318 |
|
|
2025
Q1 | $243K | Buy |
1,791
+258
| +17% | +$35K | 0.04% | 246 |
|
|
2024
Q4 | $203K | Hold |
1,533
| – | – | 0.03% | 246 |
|
|
2024
Q3 | $218K | Buy |
+1,533
| New | +$218K | 0.03% | 269 |
|
|
2022
Q3 | – | Sell |
-1,555
| Closed | -$185K | – | 225 |
|
|
2022
Q2 | $185K | Buy |
+1,555
| New | +$185K | 0.04% | 180 |
|
|
2021
Q1 | – | Sell |
-1,455
| Closed | -$154K | – | 179 |
|
|
2020
Q4 | $154K | Buy |
+1,455
| New | +$154K | 0.04% | 145 |
|
|
2019
Q3 | – | Sell |
-1,705
| Closed | -$172K | – | 169 |
|
|
2019
Q2 | $172K | Hold |
1,705
| – | – | 0.05% | 145 |
|
|
2019
Q1 | $169K | Buy |
+1,705
| New | +$169K | 0.05% | 121 |
|
|
2018
Q3 | – | Sell |
-1,805
| Closed | -$167K | – | 712 |
|
|
2018
Q2 | $167K | Sell |
1,805
-1,851
| -51% | -$171K | 0.08% | 89 |
|
|
2018
Q1 | $333K | Buy |
3,656
+87
| +2% | +$7.92K | 0.17% | 51 |
|
|
2017
Q4 | $337K | Buy |
+3,569
| New | +$337K | 0.19% | 53 |
|