SFG
Socha 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 | $63.7M | Buy |
+103,166
| New | +$63.7M | 28.38% | 1 |
|
|
2024
Q2 | – | Sell |
-1,940
| Closed | -$1.01M | – | 27 |
|
|
2024
Q1 | $1.01M | Buy |
1,940
+809
| +72% | +$423K | 0.45% | 12 |
|
|
2023
Q4 | $538K | Buy |
1,131
+5
| +0.4% | +$2.38K | 0.26% | 17 |
|
|
2023
Q3 | $481K | Sell |
1,126
-41
| -4% | -$17.5K | 0.26% | 16 |
|
|
2023
Q2 | $517K | Buy |
1,167
+203
| +21% | +$90K | 0.27% | 15 |
|
|
2023
Q1 | $395K | Sell |
964
-761
| -44% | -$312K | 0.25% | 14 |
|
|
2022
Q4 | $660K | Buy |
1,725
+1,062
| +160% | +$406K | 0.47% | 12 |
|
|
2022
Q3 | $237K | Buy |
+663
| New | +$237K | 0.2% | 16 |
|