LFG
Lockerman Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
10,532
+1,081
| +11% | +$668K | 8.76% | 1 |
|
|
2025
Q1 | $5.29M | Buy |
9,451
+1,123
| +13% | +$628K | 8% | 1 |
|
|
2024
Q4 | $4.88M | Sell |
8,328
-210
| -2% | -$123K | 8.31% | 1 |
|
|
2024
Q3 | $4.9M | Buy |
8,538
+205
| +2% | +$118K | 8.29% | 1 |
|
|
2024
Q2 | $4.53M | Sell |
8,333
-398
| -5% | -$217K | 8.23% | 1 |
|
|
2024
Q1 | $4.57M | Sell |
8,731
-102
| -1% | -$53.4K | 8.73% | 1 |
|
|
2023
Q4 | $4.2M | Buy |
8,833
+498
| +6% | +$237K | 9.71% | 1 |
|
|
2023
Q3 | $3.56M | Buy |
8,335
+571
| +7% | +$244K | 9.58% | 1 |
|
|
2023
Q2 | $3.44M | Buy |
7,764
+374
| +5% | +$166K | 9.56% | 1 |
|
|
2023
Q1 | $3.03M | Buy |
7,390
+417
| +6% | +$171K | 8.33% | 1 |
|
|
2022
Q4 | $2.67M | Buy |
6,973
+124
| +2% | +$47.4K | 7.78% | 1 |
|
|
2022
Q3 | $2.45M | Buy |
6,849
+158
| +2% | +$56.4K | 7.04% | 3 |
|
|
2022
Q2 | $2.52M | Hold |
6,691
| – | – | 8.06% | 2 |
|
|
2022
Q1 | $3.02M | Hold |
6,691
| – | – | 8.17% | 2 |
|
|
2021
Q4 | $3.18M | Buy |
+6,691
| New | +$3.18M | 8.31% | 2 |
|