BOK Financial Private Wealth’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 | $20.9K | Hold |
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|
2025
Q1 | $19.9K | Sell |
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|
2024
Q4 | $20.9K | Buy |
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|
2024
Q3 | $18.1K | Sell |
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|
2024
Q2 | $57.6K | Hold |
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|
2024
Q1 | $59K | Hold |
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|
2023
Q4 | $52.6K | Hold |
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|
2023
Q3 | $46.4K | Sell |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $101K | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $320K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $243K | Hold |
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|
2018
Q3 | $281K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $324K | Hold |
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|
2017
Q3 | $300K | Buy |
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