Client First Capital’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
$6.04M Sell
115,371
-70,481
-38% -$3.69M 2.83% 10
2025
Q1
$9.26M Buy
185,852
+92,786
+100% +$4.62M 4.74% 6
2024
Q4
$4.5M Buy
93,066
+4,942
+6% +$239K 2.31% 11
2024
Q3
$3.99M Sell
88,124
-798
-0.9% -$36.2K 2.21% 13
2024
Q2
$3.66M Buy
+88,922
New +$3.66M 2.2% 12
2022
Q1
Sell
-11,469
Closed -$448K 31
2021
Q4
$448K Buy
+11,469
New +$448K 0.32% 23