RFA
Resurgent Financial Advisors’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 | $4.47M | Sell |
7,243
-387
| -5% | -$239K | 2.46% | 6 |
|
|
2025
Q1 | $4.27M | Buy |
7,630
+950
| +14% | +$531K | 2.56% | 5 |
|
|
2024
Q4 | $3.91M | Buy |
6,680
+682
| +11% | +$400K | 2.3% | 8 |
|
|
2024
Q3 | $3.44M | Buy |
5,998
+816
| +16% | +$468K | 2.01% | 8 |
|
|
2024
Q2 | $2.82M | Buy |
5,182
+185
| +4% | +$101K | 1.75% | 11 |
|
|
2024
Q1 | $2.61M | Buy |
4,997
+1,316
| +36% | +$688K | 1.39% | 13 |
|
|
2023
Q4 | $1.75M | Sell |
3,681
-290
| -7% | -$138K | 1.07% | 17 |
|
|
2023
Q3 | $1.7M | Sell |
3,971
-102
| -3% | -$43.6K | 1.16% | 16 |
|
|
2023
Q2 | $1.81M | Sell |
4,073
-4,014
| -50% | -$1.78M | 1.19% | 17 |
|
|
2023
Q1 | $3.31M | Sell |
8,087
-3,835
| -32% | -$1.57M | 2.2% | 4 |
|
|
2022
Q4 | $4.56M | Sell |
11,922
-293
| -2% | -$112K | 2.4% | 3 |
|
|
2022
Q3 | $4.36M | Sell |
12,215
-3,673
| -23% | -$1.31M | 2.92% | 4 |
|
|
2022
Q2 | $5.99M | Buy |
15,888
+2,234
| +16% | +$843K | 3.84% | 4 |
|
|
2022
Q1 | $6.17M | Buy |
13,654
+7,558
| +124% | +$3.41M | 3.83% | 4 |
|
|
2021
Q4 | $2.9M | Buy |
+6,096
| New | +$2.9M | 2.31% | 6 |
|