Bragg Financial Advisors’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 | $688K | Sell |
|
|||||
|
2025
Q2 | $669K | Sell |
|
|||||
|
2025
Q1 | $667K | Sell |
|
|||||
|
2024
Q4 | $813K | Buy |
|
|||||
|
2024
Q3 | $557K | Buy |
|
|||||
|
2024
Q2 | $479K | Sell |
|
|||||
|
2024
Q1 | $512K | Sell |
|
|||||
|
2023
Q4 | $529K | Buy |
|
|||||
|
2023
Q3 | $451K | Sell |
|
|||||
|
2023
Q2 | $461K | Buy |
|
|||||
|
2023
Q1 | $350K | Buy |
|
|||||
|
2022
Q4 | $365K | Buy |
|