LFG
Lockerman Financial Group’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
37,096
+2,305
| +7% | +$127K | 2.74% | 7 |
|
|
2025
Q1 | $1.77M | Buy |
34,791
+20,759
| +148% | +$1.05M | 2.67% | 7 |
|
|
2024
Q4 | $750K | Sell |
14,032
-38
| -0.3% | -$2.03K | 1.28% | 19 |
|
|
2024
Q3 | $729K | Sell |
14,070
-75
| -0.5% | -$3.89K | 1.23% | 23 |
|
|
2024
Q2 | $720K | Sell |
14,145
-388
| -3% | -$19.7K | 1.31% | 19 |
|
|
2024
Q1 | $725K | Buy |
14,533
+9
| +0.1% | +$449 | 1.39% | 14 |
|
|
2023
Q4 | $665K | Buy |
14,524
+3,060
| +27% | +$140K | 1.54% | 16 |
|
|
2023
Q3 | $473K | Buy |
11,464
+3,836
| +50% | +$158K | 1.27% | 21 |
|
|
2023
Q2 | $331K | Buy |
7,628
+1,147
| +18% | +$49.7K | 0.92% | 33 |
|
|
2023
Q1 | $260K | Buy |
+6,481
| New | +$260K | 0.72% | 49 |
|