Bradley Foster & Sargent’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 | $2.93M | Buy |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.14M | Hold |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.49M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $429K | Buy |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $338K | Sell |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $296K | Buy |
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|
2018
Q3 | $241K | Hold |
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|
2018
Q2 | $232K | Sell |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $258K | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | $246K | Sell |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $249K | Sell |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $220K | Hold |
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|
2015
Q3 | $209K | Hold |
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|
2015
Q2 | $225K | Hold |
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|
2015
Q1 | $223K | Sell |
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|
2014
Q4 | $358K | Sell |
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|
2014
Q3 | $341K | Buy |
|