Capital Advisors Ltd’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
Q2 | $2.55M | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.31M | Hold |
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|
2024
Q1 | $2.37M | Hold |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.15M | Hold |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.58M | Sell |
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|
2021
Q1 | $2.42M | Buy |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.54M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $729K | Sell |
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|
2018
Q4 | $781K | Hold |
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|
2018
Q3 | $905K | Sell |
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|
2018
Q2 | $883K | Buy |
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|
2018
Q1 | $909K | Buy |
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|
2017
Q4 | $836K | Buy |
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|
2017
Q3 | $709K | Buy |
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|
2017
Q2 | $532K | Buy |
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|
2017
Q1 | $502K | Buy |
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|
2016
Q4 | $323K | Buy |
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|
2016
Q3 | $39K | Buy |
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