COWA LLC’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
2025
Q1
$398K Hold
2024
Q4
$387K Hold
2024
Q3
$363K Sell
2024
Q2
$341K Hold
2024
Q1
$350K Hold
2023
Q4
$312K Hold
2023
Q3
$275K Hold
2023
Q2
$280K Sell
2023
Q1
$258K Buy
2022
Q4
$368K Sell
2022
Q3
$359K Buy
2022
Q2
$290K Sell
2022
Q1
$374K Sell
2021
Q4
$382K Buy
2021
Q3
$349K Hold
2021
Q2
$344K Sell
2021
Q1
$347K Buy
2020
Q4
$288K Buy