American Trust’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Buy
2025
Q2
$310K Buy
2025
Q1
Sell
2024
Q4
$249K Buy
2023
Q3
Sell
2023
Q2
$228K Sell
2023
Q1
$220K Buy
2022
Q4
$217K Buy