PFG
Prosperity 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 | $1.77M | Sell |
2,858
-113
| -4% | -$69.8K | 0.75% | 40 |
|
|
2025
Q1 | $1.66M | Sell |
2,971
-103
| -3% | -$57.6K | 0.83% | 35 |
|
|
2024
Q4 | $1.8M | Buy |
3,074
+263
| +9% | +$154K | 0.9% | 33 |
|
|
2024
Q3 | $1.61M | Sell |
2,811
-180
| -6% | -$103K | 0.9% | 33 |
|
|
2024
Q2 | $1.63M | Buy |
2,991
+106
| +4% | +$57.7K | 1.03% | 30 |
|
|
2024
Q1 | $1.51M | Sell |
2,885
-17
| -0.6% | -$8.89K | 0.93% | 31 |
|
|
2023
Q4 | $1.38M | Sell |
2,902
-10
| -0.3% | -$4.75K | 0.96% | 28 |
|
|
2023
Q3 | $1.24M | Sell |
2,912
-1,094
| -27% | -$468K | 1.03% | 25 |
|
|
2023
Q2 | $1.78M | Buy |
4,006
+1,088
| +37% | +$482K | 1.56% | 15 |
|
|
2023
Q1 | $1.19M | Buy |
2,918
+30
| +1% | +$12.3K | 1.21% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
+2,888
| New | +$1.1M | 1.19% | 20 |
|