RFA
Resurgent Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
12,364
-10,773
| -47% | -$783K | 0.49% | 56 |
|
|
2025
Q1 | $1.52M | Sell |
23,137
-2,296
| -9% | -$151K | 0.91% | 26 |
|
|
2024
Q4 | $1.75M | Buy |
25,433
+6,518
| +34% | +$449K | 1.03% | 21 |
|
|
2024
Q3 | $1.28M | Sell |
18,915
-4,657
| -20% | -$314K | 0.75% | 35 |
|
|
2024
Q2 | $1.51M | Sell |
23,572
-10,436
| -31% | -$668K | 0.94% | 26 |
|
|
2024
Q1 | $2.09M | Buy |
34,008
+2,619
| +8% | +$161K | 1.12% | 19 |
|
|
2023
Q4 | $1.75M | Buy |
31,389
+18,488
| +143% | +$1.03M | 1.08% | 16 |
|
|
2023
Q3 | $648K | Buy |
12,901
+12,038
| +1,395% | +$605K | 0.44% | 55 |
|
|
2023
Q2 | $45K | Buy |
+863
| New | +$45K | 0.03% | 344 |
|