Allen Mooney & Barnes Investment Advisors’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 | $230K | Buy |
4,398
+7
| +0.2% | +$367 | 0.04% | 141 |
|
|
2025
Q1 | $219K | Sell |
4,391
-3
| -0.1% | -$149 | 0.04% | 145 |
|
|
2024
Q4 | $212K | Sell |
4,394
-48
| -1% | -$2.32K | 0.04% | 144 |
|
|
2024
Q3 | $201K | Sell |
4,442
-6,856
| -61% | -$311K | 0.03% | 150 |
|
|
2024
Q2 | $464K | Sell |
11,298
-12
| -0.1% | -$493 | 0.08% | 105 |
|
|
2024
Q1 | $459K | Buy |
11,310
+26
| +0.2% | +$1.06K | 0.09% | 110 |
|
|
2023
Q4 | $424K | Buy |
11,284
+42
| +0.4% | +$1.58K | 0.08% | 107 |
|
|
2023
Q3 | $373K | Buy |
11,242
+95
| +0.9% | +$3.15K | 0.08% | 104 |
|
|
2023
Q2 | $376K | Sell |
11,147
-191
| -2% | -$6.44K | 0.08% | 102 |
|
|
2023
Q1 | $365K | Buy |
11,338
+38
| +0.3% | +$1.22K | 0.09% | 100 |
|
|
2022
Q4 | $386K | Sell |
11,300
-165
| -1% | -$5.64K | 0.09% | 98 |
|
|
2022
Q3 | $348K | Sell |
11,465
-146
| -1% | -$4.43K | 0.09% | 102 |
|
|
2022
Q2 | $365K | Sell |
11,611
-1,787
| -13% | -$56.2K | 0.09% | 106 |
|
|
2022
Q1 | $513K | Buy |
+13,398
| New | +$513K | 0.11% | 95 |
|