Capital Advisors Inc’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 | $468K | Hold |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $4.08M | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $275K | Buy |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $228K | Buy |
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