Marshall Financial Group (Maryland)’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
252,979
+79,559
| +46% | +$7.84M | 4.89% | 3 |
|
|
2025
Q1 | $14.4M | Buy |
173,420
+163,511
| +1,650% | +$13.5M | 3.14% | 8 |
|
|
2024
Q4 | $917K | Sell |
9,909
-531
| -5% | -$49.1K | 0.22% | 117 |
|
|
2024
Q3 | $941K | Hold |
10,440
| – | – | 0.22% | 125 |
|
|
2024
Q2 | $862K | Sell |
10,440
-582
| -5% | -$48.1K | 0.24% | 110 |
|
|
2024
Q1 | $854K | Sell |
11,022
-431
| -4% | -$33.4K | 0.25% | 113 |
|
|
2023
Q4 | $745K | Sell |
11,453
-746
| -6% | -$48.5K | 0.24% | 114 |
|
|
2023
Q3 | $651K | Sell |
12,199
-1,120
| -8% | -$59.8K | 0.23% | 111 |
|
|
2023
Q2 | $775K | Sell |
13,319
-397
| -3% | -$23.1K | 0.26% | 99 |
|
|
2023
Q1 | $689K | Sell |
13,716
-41
| -0.3% | -$2.06K | 0.25% | 109 |
|
|
2022
Q4 | $611K | Sell |
13,757
-2,697
| -16% | -$120K | 0.24% | 120 |
|
|
2022
Q3 | $654K | Sell |
16,454
-3,480
| -17% | -$138K | 0.28% | 116 |
|
|
2022
Q2 | $895K | Sell |
19,934
-68,786
| -78% | -$3.09M | 0.36% | 85 |
|
|
2022
Q1 | $5.82M | Buy |
88,720
+8,010
| +10% | +$526K | 2.38% | 5 |
|
|
2021
Q4 | $5.91M | Buy |
+80,710
| New | +$5.91M | 2.18% | 8 |
|