Aull & Monroe Investment Management’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
Q2 | $351K | Hold |
|
|||||
|
2025
Q1 | $334K | Hold |
|
|||||
|
2024
Q4 | $324K | Hold |
|
|||||
|
2024
Q3 | $304K | Hold |
|
|||||
|
2024
Q2 | $276K | Buy |
|
|||||
|
2024
Q1 | $262K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $229K | Hold |
|
|||||
|
2023
Q2 | $233K | Hold |
|
|||||
|
2023
Q1 | $222K | Hold |
|
|||||
|
2022
Q4 | $236K | Sell |
|
|||||
|
2022
Q3 | $224K | Hold |
|
|||||
|
2022
Q2 | $232K | Hold |
|
|||||
|
2022
Q1 | $283K | Hold |
|
|||||
|
2021
Q4 | $288K | Hold |
|
|||||
|
2021
Q3 | $277K | Sell |
|
|||||
|
2021
Q2 | $278K | Hold |
|
|||||
|
2021
Q1 | $258K | Hold |
|
|||||
|
2020
Q4 | $223K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $250K | Hold |
|
|||||
|
2019
Q3 | $227K | Hold |
|
|||||
|
2019
Q2 | $224K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $224K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $226K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $225K | Hold |
|
|||||
|
2017
Q1 | $216K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $208K | Hold |
|
|||||
|
2016
Q1 | $205K | Sell |
|
|||||
|
2015
Q4 | $222K | Hold |
|
|||||
|
2015
Q3 | $211K | Sell |
|
|||||
|
2015
Q2 | $238K | Sell |
|
|||||
|
2015
Q1 | $263K | Buy |
|
|||||
|
2014
Q4 | $252K | Buy |
|