PFA
Plotkin Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
29,767
-13,779
| -32% | -$1.35M | 1.6% | 17 |
|
|
2025
Q1 | $3.6M | Sell |
43,546
-2,263
| -5% | -$187K | 2.22% | 15 |
|
|
2024
Q4 | $4.24M | Sell |
45,809
-2,812
| -6% | -$260K | 2.52% | 12 |
|
|
2024
Q3 | $4.38M | Sell |
48,621
-2,328
| -5% | -$210K | 2.62% | 11 |
|
|
2024
Q2 | $4.21M | Sell |
50,949
-797
| -2% | -$65.8K | 2.71% | 11 |
|
|
2024
Q1 | $4.01M | Sell |
51,746
-131,996
| -72% | -$10.2M | 2.66% | 11 |
|
|
2023
Q4 | $12M | Sell |
183,742
-4,368
| -2% | -$284K | 9.09% | 1 |
|
|
2023
Q3 | $10M | Sell |
188,110
-5,688
| -3% | -$304K | 8.84% | 1 |
|
|
2023
Q2 | $11.3M | Buy |
193,798
+18,053
| +10% | +$1.05M | 9.37% | 1 |
|
|
2023
Q1 | $8.82M | Sell |
175,745
-6,031
| -3% | -$303K | 8.21% | 1 |
|
|
2022
Q4 | $8.08M | Sell |
181,776
-8,080
| -4% | -$359K | 8.21% | 2 |
|
|
2022
Q3 | $7.54M | Buy |
189,856
+138
| +0.1% | +$5.48K | 7.63% | 3 |
|
|
2022
Q2 | $8.52M | Sell |
189,718
-2,779
| -1% | -$125K | 8.1% | 1 |
|
|
2022
Q1 | $12.6M | Buy |
192,497
+104,678
| +119% | +$6.87M | 8.82% | 1 |
|
|
2021
Q4 | $12.9M | Buy |
87,819
+955
| +1% | +$140K | 8.12% | 2 |
|
|
2021
Q3 | $10.4M | Buy |
86,864
+40,596
| +88% | +$4.86M | 6.19% | 2 |
|
|
2021
Q2 | $5.52M | Buy |
46,268
+16,673
| +56% | +$1.99M | 3.05% | 10 |
|
|
2021
Q1 | $3.03M | Sell |
29,595
-33,556
| -53% | -$3.43M | 1.85% | 19 |
|
|
2020
Q4 | $5.77M | Buy |
+63,151
| New | +$5.77M | 3.81% | 10 |
|
|
2020
Q3 | – | Sell |
-50,399
| Closed | -$6.3M | – | 71 |
|
|
2020
Q2 | $6.3M | Buy |
50,399
+11,096
| +28% | +$1.39M | 5.35% | 5 |
|
|
2020
Q1 | $3.49M | Buy |
39,303
+37,116
| +1,697% | +$3.3M | 4.24% | 9 |
|
|
2019
Q4 | $330K | Buy |
+2,187
| New | +$330K | 0.31% | 48 |
|