Capital Insight Partners’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 | $1.06M | Hold |
20,189
| – | – | 0.18% | 88 |
|
|
2025
Q1 | $1.01M | Sell |
20,189
-941
| -4% | -$46.9K | 0.18% | 91 |
|
|
2024
Q4 | $1.02M | Sell |
21,130
-59
| -0.3% | -$2.85K | 0.18% | 92 |
|
|
2024
Q3 | $960K | Sell |
21,189
-300
| -1% | -$13.6K | 0.17% | 97 |
|
|
2024
Q2 | $883K | Sell |
21,489
-340
| -2% | -$14K | 0.17% | 99 |
|
|
2024
Q1 | $919K | Sell |
21,829
-400
| -2% | -$16.8K | 0.17% | 96 |
|
|
2023
Q4 | $836K | Sell |
22,229
-25
| -0.1% | -$940 | 0.17% | 95 |
|
|
2023
Q3 | $738K | Sell |
22,254
-713
| -3% | -$23.7K | 0.17% | 94 |
|
|
2023
Q2 | $774K | Sell |
22,967
-9,777
| -30% | -$330K | 0.17% | 95 |
|
|
2023
Q1 | $1.05M | Sell |
32,744
-1,513
| -4% | -$48.6K | 0.25% | 93 |
|
|
2022
Q4 | $1.17M | Sell |
34,257
-1,655
| -5% | -$56.6K | 0.3% | 85 |
|
|
2022
Q3 | $1.09M | Sell |
35,912
-17,829
| -33% | -$541K | 0.29% | 85 |
|
|
2022
Q2 | $1.69M | Sell |
53,741
-2,183
| -4% | -$68.6K | 0.39% | 82 |
|
|
2022
Q1 | $2.14M | Sell |
55,924
-2,680
| -5% | -$103K | 0.44% | 80 |
|
|
2021
Q4 | $2.29M | Sell |
58,604
-2,681
| -4% | -$105K | 0.47% | 76 |
|
|
2021
Q3 | $2.3M | Sell |
61,285
-476
| -0.8% | -$17.9K | 0.5% | 75 |
|
|
2021
Q2 | $2.27M | Sell |
61,761
-2,802
| -4% | -$103K | 0.51% | 77 |
|
|
2021
Q1 | $2.2M | Sell |
64,563
-65
| -0.1% | -$2.21K | 0.53% | 77 |
|
|
2020
Q4 | $1.91M | Sell |
64,628
-3,500
| -5% | -$103K | 0.48% | 79 |
|
|
2020
Q3 | $1.64M | Buy |
68,128
+12,187
| +22% | +$293K | 0.46% | 81 |
|
|
2020
Q2 | $1.29M | Buy |
+55,941
| New | +$1.29M | 0.41% | 87 |
|