Carlton Hofferkamp & Jenks Wealth Management’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 | $1.52M | Buy |
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|
2025
Q1 | $1.34M | Hold |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.28M | Hold |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $985K | Sell |
|
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $989K | Buy |
|
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|
2019
Q4 | $1.21M | Sell |
|
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|
2019
Q3 | $1.13M | Buy |
|
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.02M | Sell |
|
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|
2018
Q3 | $1.2M | Buy |
|
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|
2018
Q2 | $1.16M | Sell |
|
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.23M | Buy |
|
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|
2017
Q3 | $1.14M | Buy |
|
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|
2017
Q2 | $1.08M | Buy |
|
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|
2017
Q1 | $941K | Sell |
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|
2016
Q4 | $930K | Sell |
|
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|
2016
Q3 | $826K | Sell |
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|
2016
Q2 | $989K | Buy |
|
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|
2016
Q1 | $974K | Buy |
|
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $899K | Buy |
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|
2015
Q2 | $977K | Buy |
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|
2015
Q1 | $804K | Sell |
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|
2014
Q4 | $908K | Buy |
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|
2014
Q3 | $667K | Buy |
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|
2014
Q2 | $529K | Sell |
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|
2014
Q1 | $523K | Buy |
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|
2013
Q4 | $501K | Buy |
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|
2013
Q3 | $436K | Buy |
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