Steward Partners Investment Advisory’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
2,477
+54
| +2% | +$6.79K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $319K | Sell |
2,423
-392
| -14% | -$51.6K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $373K | Sell |
2,815
-18
| -0.6% | -$2.38K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $373K | Buy |
2,833
+388
| +16% | +$51K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $356K | Buy |
2,445
+45
| +2% | +$6.55K | ﹤0.01% | 1206 |
|
|
2024
Q1 | $372K | Sell |
2,400
-315
| -12% | -$48.8K | ﹤0.01% | 1173 |
|
|
2023
Q4 | $372K | Sell |
2,715
-35
| -1% | -$4.79K | 0.01% | 1127 |
|
|
2023
Q3 | $407K | Sell |
2,750
-148
| -5% | -$21.9K | 0.01% | 996 |
|
|
2023
Q2 | $373K | Buy |
2,898
+974
| +51% | +$125K | 0.01% | 1050 |
|
|
2023
Q1 | $245K | Sell |
1,924
-8,417
| -81% | -$1.07M | ﹤0.01% | 1194 |
|
|
2022
Q4 | $1.41M | Buy |
10,341
+4,751
| +85% | +$646K | 0.02% | 550 |
|
|
2022
Q3 | $697K | Sell |
5,590
-7,864
| -58% | -$981K | 0.01% | 748 |
|
|
2022
Q2 | $1.61M | Sell |
13,454
-2,810
| -17% | -$336K | 0.03% | 499 |
|
|
2022
Q1 | $2.19M | Buy |
16,264
+14,268
| +715% | +$1.92M | 0.03% | 451 |
|
|
2021
Q4 | $191K | Buy |
1,996
+1,102
| +123% | +$105K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $86K | Sell |
894
-430
| -32% | -$41.4K | ﹤0.01% | 1623 |
|
|
2021
Q2 | $128K | Sell |
1,324
-14,441
| -92% | -$1.4M | ﹤0.01% | 1920 |
|
|
2021
Q1 | $1.28M | Buy |
15,765
+14,632
| +1,291% | +$1.19M | 0.02% | 562 |
|
|
2020
Q4 | $66K | Buy |
1,133
+891
| +368% | +$51.9K | ﹤0.01% | 1538 |
|
|
2020
Q3 | $10K | Sell |
242
-25
| -9% | -$1.03K | ﹤0.01% | 2157 |
|
|
2020
Q2 | $14K | Sell |
267
-227
| -46% | -$11.9K | ﹤0.01% | 1918 |
|
|
2020
Q1 | $16K | Buy |
494
+364
| +280% | +$11.8K | ﹤0.01% | 1700 |
|
|
2019
Q4 | $12K | Sell |
130
-3,524
| -96% | -$325K | ﹤0.01% | 1963 |
|
|
2019
Q3 | $326K | Sell |
3,654
-3
| -0.1% | -$268 | 0.01% | 704 |
|
|
2019
Q2 | $398K | Sell |
3,657
-430
| -11% | -$46.8K | 0.01% | 614 |
|
|
2019
Q1 | $502K | Buy |
4,087
+184
| +5% | +$22.6K | 0.02% | 518 |
|
|
2018
Q4 | $414K | Buy |
3,903
+1,116
| +40% | +$118K | 0.02% | 530 |
|
|
2018
Q3 | $483K | Sell |
2,787
-83
| -3% | -$14.4K | 0.02% | 511 |
|
|
2018
Q2 | $494K | Buy |
2,870
+199
| +7% | +$34.3K | 0.03% | 468 |
|
|
2018
Q1 | $376K | Buy |
2,671
+587
| +28% | +$82.6K | 0.03% | 480 |
|
|
2017
Q4 | $309K | Buy |
2,084
+77
| +4% | +$11.4K | 0.02% | 444 |
|
|
2017
Q3 | $273K | Buy |
2,007
+41
| +2% | +$5.58K | 0.03% | 387 |
|
|
2017
Q2 | $250K | Buy |
1,966
+1,810
| +1,160% | +$230K | 0.03% | 370 |
|
|
2017
Q1 | $23K | Buy |
156
+56
| +56% | +$8.26K | ﹤0.01% | 725 |
|
|
2016
Q4 | $16K | Buy |
+100
| New | +$16K | 0.01% | 478 |
|