Colonial Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Sell
2025
Q2
$346K Buy
2025
Q1
$229K Hold
2024
Q4
$222K Buy
2024
Q3
$172K Buy
2024
Q2
$117K Hold
2024
Q1
$120K Sell
2023
Q4
$119K Buy
2023
Q3
$77K Buy
2023
Q2
$74.2K Buy
2023
Q1
$64.3K Hold
2022
Q4
$68.4K Buy