Beacon Financial Advisory’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 | $945K | Buy |
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|
2025
Q2 | $919K | Sell |
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|
2025
Q1 | $875K | Buy |
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|
2024
Q4 | $770K | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $508K | Buy |
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