Bouchey Financial Group’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 | $411K | Buy |
7,843
+70
| +0.9% | +$3.67K | 0.03% | 87 |
|
2025
Q1 | $387K | Buy |
7,773
+91
| +1% | +$4.53K | 0.03% | 88 |
|
2024
Q4 | $371K | Sell |
7,682
-173
| -2% | -$8.36K | 0.03% | 93 |
|
2024
Q3 | $356K | Buy |
7,855
+562
| +8% | +$25.5K | 0.03% | 108 |
|
2024
Q2 | $299K | Buy |
7,293
+505
| +7% | +$20.7K | 0.03% | 108 |
|
2024
Q1 | $286K | Hold |
6,788
| – | – | 0.03% | 110 |
|
2023
Q4 | $255K | Hold |
6,788
| – | – | 0.03% | 112 |
|
2023
Q3 | $225K | Hold |
6,788
| – | – | 0.03% | 111 |
|
2023
Q2 | $229K | Sell |
6,788
-1,599
| -19% | -$53.9K | 0.03% | 96 |
|
2023
Q1 | $269K | Buy |
8,387
+1,599
| +24% | +$51.3K | 0.04% | 82 |
|
2022
Q4 | $232K | Hold |
6,788
| – | – | 0.03% | 82 |
|
2022
Q3 | $206K | Buy |
+6,788
| New | +$206K | 0.03% | 87 |
|
2022
Q2 | – | Sell |
-6,788
| Closed | -$260K | – | 106 |
|
2022
Q1 | $260K | Hold |
6,788
| – | – | 0.03% | 83 |
|
2021
Q4 | $265K | Hold |
6,788
| – | – | 0.04% | 85 |
|
2021
Q3 | $255K | Hold |
6,788
| – | – | 0.04% | 80 |
|
2021
Q2 | $249K | Hold |
6,788
| – | – | 0.04% | 72 |
|
2021
Q1 | $231K | Buy |
+6,788
| New | +$231K | 0.04% | 76 |
|
2020
Q1 | – | Sell |
-11,332
| Closed | -$349K | – | 82 |
|
2019
Q4 | $349K | Sell |
11,332
-94
| -0.8% | -$2.9K | 0.08% | 56 |
|
2019
Q3 | $320K | Sell |
11,426
-634
| -5% | -$17.8K | 0.08% | 59 |
|
2019
Q2 | $333K | Hold |
12,060
| – | – | 0.08% | 55 |
|
2019
Q1 | $310K | Hold |
12,060
| – | – | 0.08% | 60 |
|
2018
Q4 | $287K | Buy |
12,060
+4,200
| +53% | +$100K | 0.08% | 59 |
|
2018
Q3 | $217K | Hold |
7,860
| – | – | 0.05% | 71 |
|
2018
Q2 | $209K | Hold |
7,860
| – | – | 0.06% | 65 |
|
2018
Q1 | $217K | Buy |
7,860
+610
| +8% | +$16.8K | 0.06% | 61 |
|
2017
Q4 | $202K | Buy |
+7,250
| New | +$202K | 0.06% | 67 |
|
2016
Q3 | – | Sell |
-10,059
| Closed | -$202K | – | 65 |
|
2016
Q2 | $202K | Buy |
+10,059
| New | +$202K | 0.08% | 61 |
|
2016
Q1 | – | Sell |
-9,945
| Closed | -$208K | – | 66 |
|
2015
Q4 | $208K | Buy |
+9,945
| New | +$208K | 0.09% | 58 |
|