Southland Equity Partners’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
Q3 | $392K | Sell |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $375K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $486K | Buy |
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