Braun Stacey Associates’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 | $562K | Sell |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $269K | Buy |
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|
2019
Q1 | $249K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $279K | Buy |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q2 | $256K | Hold |
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|
2017
Q1 | $246K | Buy |
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|
2016
Q4 | $241K | Buy |
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|
2016
Q3 | $195K | Sell |
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|
2016
Q2 | $222K | Sell |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $297K | Sell |
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|
2015
Q3 | $301K | Sell |
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|
2015
Q2 | $452K | Buy |
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|
2015
Q1 | $322K | Sell |
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|
2014
Q4 | $384K | Sell |
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|
2014
Q3 | $394K | Sell |
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|
2014
Q2 | $387K | Sell |
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|
2014
Q1 | $400K | Sell |
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|
2013
Q4 | $394K | Sell |
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|
2013
Q3 | $371K | Buy |
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|
2013
Q2 | $346K | Buy |
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