Capital Advisory Group Advisory Services’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 | $202K | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $170K | Sell |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $134K | Sell |
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|
2020
Q2 | $133K | Sell |
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|
2020
Q1 | $124K | Sell |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $551K | Buy |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $493K | Sell |
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|
2018
Q3 | $2.24M | Buy |
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|
2018
Q2 | $596K | Buy |
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|
2018
Q1 | $606K | Buy |
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