LWA
Lowe Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77K | Sell |
612
-644
| -51% | -$81K | 0.03% | 111 |
|
|
2025
Q1 | $165K | Buy |
1,256
+139
| +12% | +$18.3K | 0.07% | 57 |
|
|
2024
Q4 | $148K | Buy |
1,117
+40
| +4% | +$5.3K | 0.06% | 63 |
|
|
2024
Q3 | $142K | Hold |
1,077
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $157K | Sell |
1,077
-288
| -21% | -$41.9K | 0.07% | 54 |
|
|
2024
Q1 | $211K | Buy |
1,365
+540
| +65% | +$83.7K | 0.1% | 48 |
|
|
2023
Q4 | $113K | Buy |
825
+115
| +16% | +$15.7K | 0.06% | 73 |
|
|
2023
Q3 | $105K | Buy |
710
+595
| +517% | +$88K | 0.06% | 74 |
|
|
2023
Q2 | $14.8K | Hold |
115
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $14.7K | Sell |
115
-475
| -81% | -$60.6K | 0.01% | 175 |
|
|
2022
Q4 | $80.2K | Hold |
590
| – | – | 0.04% | 83 |
|
|
2022
Q3 | $74K | Buy |
590
+500
| +556% | +$62.7K | 0.04% | 79 |
|
|
2022
Q2 | $11K | Sell |
90
-8,435
| -99% | -$1.03M | 0.01% | 184 |
|
|
2022
Q1 | $1.15M | Buy |
8,525
+7,495
| +728% | +$1.01M | 0.52% | 22 |
|
|
2021
Q4 | $99K | Buy |
1,030
+425
| +70% | +$40.9K | 0.04% | 70 |
|
|
2021
Q3 | $59K | Buy |
605
+90
| +17% | +$8.78K | 0.03% | 83 |
|
|
2021
Q2 | $50K | Buy |
515
+465
| +930% | +$45.1K | 0.02% | 95 |
|
|
2021
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 226 |
|