Allie Family Office’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 | $1.19M | Sell |
22,698
-40
| -0.2% | -$2.1K | 0.59% | 26 |
|
|
2025
Q1 | $1.13M | Sell |
22,738
-707
| -3% | -$35.2K | 0.62% | 26 |
|
|
2024
Q4 | $1.13M | Sell |
23,445
-1,410
| -6% | -$68.1K | 0.63% | 25 |
|
|
2024
Q3 | $1.13M | Sell |
24,855
-850
| -3% | -$38.5K | 0.61% | 26 |
|
|
2024
Q2 | $1.06M | Buy |
25,705
+11,220
| +77% | +$461K | 0.64% | 27 |
|
|
2024
Q1 | $610K | Sell |
14,485
-1,080
| -7% | -$45.5K | 0.36% | 40 |
|
|
2023
Q4 | $585K | Sell |
15,565
-500
| -3% | -$18.8K | 0.4% | 36 |
|
|
2023
Q3 | $533K | Sell |
16,065
-670
| -4% | -$22.2K | 0.43% | 31 |
|
|
2023
Q2 | $564K | Buy |
16,735
+360
| +2% | +$12.1K | 0.4% | 34 |
|
|
2023
Q1 | $526K | Buy |
16,375
+3,326
| +25% | +$107K | 0.39% | 38 |
|
|
2022
Q4 | $446K | Sell |
13,049
-8,385
| -39% | -$287K | 0.37% | 46 |
|
|
2022
Q3 | $654K | Sell |
21,434
-726
| -3% | -$22.2K | 0.56% | 28 |
|
|
2022
Q2 | $689K | Sell |
22,160
-11,080
| -33% | -$345K | 0.56% | 29 |
|
|
2022
Q1 | $1.27M | Sell |
33,240
-14,861
| -31% | -$566K | 0.97% | 23 |
|
|
2021
Q4 | $1.87M | Buy |
+48,101
| New | +$1.87M | 1.47% | 15 |
|