Sargent Investment Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $859K | Sell |
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|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $771K | Sell |
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|
2019
Q1 | $782K | Buy |
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|
2018
Q4 | $592K | Buy |
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