Balboa Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$919K	Buy	18,605 +1,481	+9%	+$77.2K	0.15%	113
2025 Q4	$938K	Sell	17,124 -388	-2%	-$20.7K	0.16%	104
2025 Q3	$943K	Buy	17,512 +998	+6%	+$52.9K	0.16%	100
2025 Q2	$865K	Sell	16,514 -148	-0.9%	-$7.33K	0.17%	105
2025 Q1	$830K	Buy	16,662 +108	+0.7%	+$5.42K	0.2%	90
2024 Q4	$800K	Sell	16,554 -380	-2%	-$18.4K	0.18%	96
2024 Q3	$767K	Sell	16,934 -8,548	-34%	-$373K	0.19%	99
2024 Q2	$1.05M	Buy	25,482 +8,960	+54%	+$369K	0.28%	69
2024 Q1	$696K	Sell	16,522 -4,068	-20%	-$161K	0.2%	92
2023 Q4	$774K	Sell	20,590 -1,069	-5%	-$37K	0.26%	73
2023 Q3	$718K	Buy	21,659 +1,330	+7%	+$45.8K	0.27%	67
2023 Q2	$685K	Sell	20,329 -5,876	-22%	-$192K	0.24%	75
2023 Q1	$842K	Buy	26,205 +6,369	+32%	+$221K	0.32%	63
2022 Q4	$678K	Sell	19,836 -7,934	-29%	-$268K	0.31%	78
2022 Q3	$843K	Buy	+27,770	New	+$918K	0.37%	55