Centerpoint Advisory Group’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	$276K	Buy	5,262 +420	+9%	+$22K	0.24%	79
2025 Q1	$241K	Buy	4,842 +532	+12%	+$26.5K	0.24%	83
2024 Q4	$208K	Buy	+4,310	New	+$208K	0.2%	86