Avantax Planning Partners’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 | $645K | Sell |
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|
2025
Q2 | $694K | Buy |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $632K | Sell |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $600K | Hold |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $595K | Buy |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $525K | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $1.5M | Hold |
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|
2019
Q3 | $1.36M | Hold |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $3.33M | Buy |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $632K | Buy |
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|
2017
Q4 | $524K | Sell |
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|
2017
Q3 | $519K | Sell |
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|
2017
Q2 | $506K | Buy |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $386K | Buy |
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