Ascent Group’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 | $879K | Buy |
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|
2025
Q2 | $834K | Sell |
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|
2025
Q1 | $985K | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $790K | Buy |
|
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.01M | Buy |
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