Aft Forsyth & Sober’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
20,000
| – | – | 0.35% | 52 |
|
|
2025
Q1 | $996K | Hold |
20,000
| – | – | 0.35% | 60 |
|
|
2024
Q4 | $967K | Hold |
20,000
| – | – | 0.31% | 68 |
|
|
2024
Q3 | $906K | Hold |
20,000
| – | – | 0.3% | 73 |
|
|
2024
Q2 | $822K | Hold |
20,000
| – | – | 0.28% | 75 |
|
|
2024
Q1 | $842K | Hold |
20,000
| – | – | 0.3% | 76 |
|
|
2023
Q4 | $752K | Hold |
20,000
| – | – | 0.29% | 76 |
|
|
2023
Q3 | $663K | Hold |
20,000
| – | – | 0.28% | 77 |
|
|
2023
Q2 | $674K | Hold |
20,000
| – | – | 0.28% | 77 |
|
|
2023
Q1 | $643K | Hold |
20,000
| – | – | 0.33% | 75 |
|
|
2022
Q4 | $684K | Hold |
20,000
| – | – | 0.31% | 78 |
|
|
2022
Q3 | $607K | Hold |
20,000
| – | – | 0.3% | 79 |
|
|
2022
Q2 | $629K | Hold |
20,000
| – | – | 0.29% | 80 |
|
|
2022
Q1 | $766K | Buy |
+20,000
| New | +$766K | 0.3% | 81 |
|
|
2014
Q1 | – | Sell |
-504,898
| Closed | -$9.69M | – | 48 |
|
|
2013
Q4 | $9.69M | Hold |
504,898
| – | – | 1.98% | 13 |
|
|
2013
Q3 | $8.82M | Sell |
504,898
-4,500
| -0.9% | -$78.6K | 1.95% | 14 |
|
|
2013
Q2 | $8.7M | Buy |
+509,398
| New | +$8.7M | 2.03% | 14 |
|