Lockerman Financial Group’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
Q3 | $8.32M | Buy |
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|
2025
Q2 | $6.51M | Buy |
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|
2025
Q1 | $5.29M | Buy |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $4.9M | Buy |
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|
2024
Q2 | $4.53M | Sell |
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|
2024
Q1 | $4.57M | Sell |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.56M | Buy |
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|
2023
Q2 | $3.44M | Buy |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.52M | Hold |
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|
2022
Q1 | $3.02M | Hold |
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|
2021
Q4 | $3.18M | Buy |
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