Legacy Financial Advisors’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
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $721K | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $569K | Hold |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $922K | Buy |
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|
2020
Q3 | $755K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $692K | Sell |
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|
2019
Q3 | $686K | Buy |
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|
2019
Q2 | $557K | Sell |
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|
2019
Q1 | $547K | Sell |
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|
2018
Q4 | $490K | Hold |
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|
2018
Q3 | $570K | Hold |
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|
2018
Q2 | $549K | Buy |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $299K | Buy |
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