CFC Planning Company’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	$2.06M	Buy	39,310 +3,832	+11%	+$201K	1.94%	22
2025 Q1	$1.77M	Sell	35,478 -13,446	-27%	-$670K	1.93%	20
2024 Q4	$2.36M	Buy	+48,924	New	+$2.36M	2.53%	18