BFA
Beaumont Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
50,170
+30,483
| +155% | +$1.6M | 0.19% | 76 |
|
|
2025
Q1 | $981K | Buy |
19,687
+2,619
| +15% | +$130K | 0.08% | 152 |
|
|
2024
Q4 | $825K | Hold |
17,068
| – | – | 0.06% | 169 |
|
|
2024
Q3 | $774K | Sell |
17,068
-295
| -2% | -$13.4K | 0.06% | 166 |
|
|
2024
Q2 | $714K | Sell |
17,363
-300
| -2% | -$12.3K | 0.06% | 176 |
|
|
2024
Q1 | $744K | Sell |
17,663
-3,270
| -16% | -$138K | 0.06% | 169 |
|
|
2023
Q4 | $787K | Buy |
20,933
+1,041
| +5% | +$39.1K | 0.07% | 158 |
|
|
2023
Q3 | $660K | Buy |
19,892
+208
| +1% | +$6.9K | 0.07% | 155 |
|
|
2023
Q2 | $664K | Buy |
19,684
+2,307
| +13% | +$77.8K | 0.06% | 167 |
|
|
2023
Q1 | $559K | Hold |
17,377
| – | – | 0.06% | 158 |
|
|
2022
Q4 | $594K | Sell |
17,377
-1,704
| -9% | -$58.3K | 0.06% | 163 |
|
|
2022
Q3 | $579K | Buy |
19,081
+742
| +4% | +$22.5K | 0.06% | 160 |
|
|
2022
Q2 | $577K | Sell |
18,339
-84,954
| -82% | -$2.67M | 0.05% | 165 |
|
|
2022
Q1 | $3.96M | Buy |
103,293
+60,690
| +142% | +$2.33M | 0.3% | 67 |
|
|
2021
Q4 | $1.66M | Sell |
42,603
-4,947
| -10% | -$193K | 0.12% | 111 |
|
|
2021
Q3 | $1.79M | Buy |
47,550
+1,762
| +4% | +$66.1K | 0.14% | 106 |
|
|
2021
Q2 | $1.68M | Sell |
45,788
-8,749
| -16% | -$321K | 0.13% | 111 |
|
|
2021
Q1 | $1.86M | Sell |
54,537
-3,799
| -7% | -$129K | 0.16% | 101 |
|
|
2020
Q4 | $1.72M | Buy |
58,336
+6,102
| +12% | +$180K | 0.15% | 101 |
|
|
2020
Q3 | $1.26M | Buy |
52,234
+36,833
| +239% | +$886K | 0.12% | 120 |
|
|
2020
Q2 | $356K | Hold |
15,401
| – | – | 0.04% | 215 |
|
|
2020
Q1 | $321K | Sell |
15,401
-81,021
| -84% | -$1.69M | 0.04% | 180 |
|
|
2019
Q4 | $2.97M | Sell |
96,422
-9,129
| -9% | -$281K | 0.29% | 73 |
|
|
2019
Q3 | $2.96M | Sell |
105,551
-3,162
| -3% | -$88.5K | 0.29% | 77 |
|
|
2019
Q2 | $3M | Sell |
108,713
-16,518
| -13% | -$456K | 0.31% | 74 |
|
|
2019
Q1 | $3.22M | Buy |
125,231
+108,008
| +627% | +$2.78M | 0.35% | 66 |
|
|
2018
Q4 | $410K | Sell |
17,223
-156,805
| -90% | -$3.73M | 0.07% | 138 |
|
|
2018
Q3 | $4.8M | Sell |
174,028
-74,258
| -30% | -$2.05M | 0.48% | 52 |
|
|
2018
Q2 | $6.6M | Sell |
248,286
-41,550
| -14% | -$1.1M | 0.7% | 40 |
|
|
2018
Q1 | $7.99M | Buy |
289,836
+131,950
| +84% | +$3.64M | 0.89% | 35 |
|
|
2017
Q4 | $4.41M | Sell |
157,886
-27,312
| -15% | -$762K | 0.52% | 51 |
|
|
2017
Q3 | $4.79M | Sell |
185,198
-9,214
| -5% | -$238K | 0.6% | 46 |
|
|
2017
Q2 | $4.8M | Sell |
194,412
-3,813
| -2% | -$94.1K | 0.62% | 46 |
|
|
2017
Q1 | $4.7M | Sell |
198,225
-115,645
| -37% | -$2.74M | 0.64% | 48 |
|
|
2016
Q4 | $7.3M | Buy |
+313,870
| New | +$7.3M | 1.1% | 33 |
|
|
2015
Q4 | – | Sell |
-562,714
| Closed | -$13.6M | – | 151 |
|
|
2015
Q3 | $13.6M | Hold |
562,714
| – | – | 1.96% | 13 |
|
|
2015
Q2 | $13.6M | Sell |
562,714
-1,201,067
| -68% | -$29M | 1.96% | 13 |
|
|
2015
Q1 | $42.5M | Buy |
1,763,781
+360,690
| +26% | +$8.7M | 1.48% | 17 |
|
|
2014
Q4 | $34.7M | Buy |
1,403,091
+31,738
| +2% | +$785K | 1.67% | 13 |
|
|
2014
Q3 | $31.8M | Buy |
1,371,353
+190,398
| +16% | +$4.41M | 2.08% | 4 |
|
|
2014
Q2 | $26.9M | Sell |
1,180,955
-1,733,266
| -59% | -$39.4M | 1.9% | 15 |
|
|
2014
Q1 | $65.1M | Buy |
2,914,221
+971,632
| +50% | +$21.7M | 5.35% | 3 |
|
|
2013
Q4 | $42.5M | Sell |
1,942,589
-154,882
| -7% | -$3.39M | 3.49% | 4 |
|
|
2013
Q3 | $41.8M | Buy |
2,097,471
+328,514
| +19% | +$6.54M | 3.71% | 3 |
|
|
2013
Q2 | $34.4M | Buy |
+1,768,957
| New | +$34.4M | 3.18% | 4 |
|