Butensky & Cohen Financial Security’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 | $3.04M | Buy |
58,045
+1,764
| +3% | +$92.4K | 0.9% | 60 |
|
2025
Q1 | $2.8M | Sell |
56,281
-540
| -1% | -$26.9K | 0.86% | 62 |
|
2024
Q4 | $2.75M | Sell |
56,821
-2,190
| -4% | -$106K | 0.86% | 58 |
|
2024
Q3 | $2.67M | Sell |
59,011
-1,433
| -2% | -$64.9K | 0.79% | 64 |
|
2024
Q2 | $2.48M | Sell |
60,444
-326
| -0.5% | -$13.4K | 0.79% | 63 |
|
2024
Q1 | $2.56M | Sell |
60,770
-2,527
| -4% | -$106K | 0.8% | 62 |
|
2023
Q4 | $2.38M | Sell |
63,297
-531
| -0.8% | -$20K | 0.79% | 64 |
|
2023
Q3 | $2.12M | Sell |
63,828
-238
| -0.4% | -$7.89K | 0.77% | 63 |
|
2023
Q2 | $2.16M | Buy |
64,066
+2,565
| +4% | +$86.5K | 0.78% | 65 |
|
2023
Q1 | $1.98M | Sell |
61,501
-1,525
| -2% | -$49K | 0.71% | 65 |
|
2022
Q4 | $2.16M | Sell |
63,026
-638
| -1% | -$21.8K | 0.8% | 63 |
|
2022
Q3 | $1.93M | Buy |
63,664
+608
| +1% | +$18.5K | 0.8% | 62 |
|
2022
Q2 | $1.98M | Buy |
63,056
+2,748
| +5% | +$86.4K | 0.81% | 63 |
|
2022
Q1 | $2.31M | Buy |
60,308
+927
| +2% | +$35.5K | 0.81% | 68 |
|
2021
Q4 | $2.32M | Buy |
59,381
+2,107
| +4% | +$82.3K | 0.83% | 64 |
|
2021
Q3 | $2.15M | Buy |
57,274
+446
| +0.8% | +$16.7K | 0.85% | 63 |
|
2021
Q2 | $2.09M | Sell |
56,828
-739
| -1% | -$27.1K | 0.83% | 64 |
|
2021
Q1 | $1.96M | Sell |
57,567
-130
| -0.2% | -$4.43K | 0.81% | 66 |
|
2020
Q4 | $1.7M | Buy |
57,697
+1,703
| +3% | +$50.2K | 0.77% | 67 |
|
2020
Q3 | $1.35M | Buy |
55,994
+2,681
| +5% | +$64.5K | 0.71% | 70 |
|
2020
Q2 | $1.23M | Buy |
53,313
+8,095
| +18% | +$187K | 0.7% | 71 |
|
2020
Q1 | $941K | Buy |
45,218
+2,912
| +7% | +$60.6K | 0.71% | 67 |
|
2019
Q4 | $1.3M | Sell |
42,306
-911
| -2% | -$28K | 0.75% | 65 |
|
2019
Q3 | $1.21M | Buy |
43,217
+2,089
| +5% | +$58.5K | 0.73% | 69 |
|
2019
Q2 | $1.14M | Buy |
41,128
+986
| +2% | +$27.2K | 0.76% | 66 |
|
2019
Q1 | $1.03M | Buy |
40,142
+2,528
| +7% | +$65K | 0.75% | 67 |
|
2018
Q4 | $896K | Sell |
37,614
-197
| -0.5% | -$4.69K | 0.8% | 63 |
|
2018
Q3 | $1.04M | Buy |
37,811
+2,215
| +6% | +$61.1K | 0.84% | 62 |
|
2018
Q2 | $947K | Buy |
35,596
+2,146
| +6% | +$57.1K | 0.8% | 64 |
|
2018
Q1 | $922K | Buy |
33,450
+2,590
| +8% | +$71.4K | 0.81% | 63 |
|
2017
Q4 | $861K | Buy |
30,860
+1,821
| +6% | +$50.8K | 0.71% | 68 |
|
2017
Q3 | $751K | Buy |
29,039
+2,065
| +8% | +$53.4K | 0.67% | 69 |
|
2017
Q2 | $665K | Buy |
26,974
+1,450
| +6% | +$35.7K | 0.6% | 71 |
|
2017
Q1 | $606K | Buy |
25,524
+1,185
| +5% | +$28.1K | 0.55% | 69 |
|
2016
Q4 | $566K | Buy |
24,339
+1,290
| +6% | +$30K | 0.52% | 70 |
|
2016
Q3 | $445K | Sell |
23,049
-1,516
| -6% | -$29.3K | 0.43% | 69 |
|
2016
Q2 | $493K | Sell |
24,565
-128
| -0.5% | -$2.57K | 0.48% | 68 |
|
2016
Q1 | $488K | Buy |
24,693
+1,843
| +8% | +$36.4K | 0.47% | 68 |
|
2015
Q4 | $478K | Buy |
22,850
+1,321
| +6% | +$27.6K | 0.47% | 70 |
|
2015
Q3 | $428K | Buy |
21,529
+1,497
| +7% | +$29.8K | 0.46% | 68 |
|
2015
Q2 | $429K | Buy |
20,032
+809
| +4% | +$17.3K | 0.43% | 72 |
|
2015
Q1 | $407K | Buy |
19,223
+450
| +2% | +$9.53K | 0.4% | 74 |
|
2014
Q4 | $408K | Buy |
+18,773
| New | +$408K | 0.41% | 73 |
|