BOK Financial Private Wealth’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9K | Hold |
400
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $19.9K | Sell |
400
-32
| -7% | -$1.59K | ﹤0.01% | 343 |
|
|
2024
Q4 | $20.9K | Buy |
432
+32
| +8% | +$1.55K | ﹤0.01% | 323 |
|
|
2024
Q3 | $18.1K | Sell |
400
-1,000
| -71% | -$45.3K | ﹤0.01% | 349 |
|
|
2024
Q2 | $57.6K | Hold |
1,400
| – | – | ﹤0.01% | 244 |
|
|
2024
Q1 | $59K | Hold |
1,400
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $52.6K | Hold |
1,400
| – | – | ﹤0.01% | 240 |
|
|
2023
Q3 | $46.4K | Sell |
1,400
-2,040
| -59% | -$67.7K | ﹤0.01% | 232 |
|
|
2023
Q2 | $116K | Hold |
3,440
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $111K | Buy |
3,440
+474
| +16% | +$15.2K | 0.01% | 191 |
|
|
2022
Q4 | $101K | Sell |
2,966
-5,396
| -65% | -$185K | 0.01% | 193 |
|
|
2022
Q3 | $254K | Hold |
8,362
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $263K | Hold |
8,362
| – | – | 0.02% | 159 |
|
|
2022
Q1 | $320K | Buy |
+8,362
| New | +$320K | 0.02% | 225 |
|
|
2019
Q1 | – | Sell |
-10,183
| Closed | -$243K | – | 133 |
|
|
2018
Q4 | $243K | Hold |
10,183
| – | – | 0.03% | 109 |
|
|
2018
Q3 | $281K | Hold |
10,183
| – | – | 0.04% | 79 |
|
|
2018
Q2 | $271K | Hold |
10,183
| – | – | 0.04% | 80 |
|
|
2018
Q1 | $281K | Sell |
10,183
-1,420
| -12% | -$39.2K | 0.05% | 87 |
|
|
2017
Q4 | $324K | Hold |
11,603
| – | – | 0.05% | 80 |
|
|
2017
Q3 | $300K | Buy |
+11,603
| New | +$300K | 0.05% | 86 |
|