Colton Groome Financial Advisors’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 | $3.62M | Buy |
69,182
+10,659
| +18% | +$558K | 1.23% | 20 |
|
|
2025
Q1 | $2.85M | Sell |
58,523
-3,530
| -6% | -$172K | 1.11% | 22 |
|
|
2024
Q4 | $3M | Buy |
62,053
+10,516
| +20% | +$508K | 1.15% | 19 |
|
|
2024
Q3 | $2.34M | Sell |
51,537
-2,258
| -4% | -$102K | 0.87% | 25 |
|
|
2024
Q2 | $2.21M | Buy |
53,795
+5,100
| +10% | +$210K | 0.87% | 27 |
|
|
2024
Q1 | $2.05M | Buy |
48,695
+3,150
| +7% | +$133K | 0.82% | 31 |
|
|
2023
Q4 | $1.71M | Buy |
45,545
+7,360
| +19% | +$277K | 0.75% | 31 |
|
|
2023
Q3 | $1.27M | Sell |
38,185
-1,210
| -3% | -$40.1K | 0.63% | 39 |
|
|
2023
Q2 | $1.33M | Buy |
39,395
+13,745
| +54% | +$463K | 0.62% | 40 |
|
|
2023
Q1 | $825K | Buy |
25,650
+8,395
| +49% | +$270K | 0.39% | 55 |
|
|
2022
Q4 | $590K | Buy |
17,255
+10,280
| +147% | +$352K | 0.29% | 60 |
|
|
2022
Q3 | $212K | Buy |
+6,975
| New | +$212K | 0.11% | 111 |
|