D.B. Root & Company’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
Q3 | $640K | Sell |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $852K | Hold |
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|
2024
Q3 | $799K | Buy |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $949K | Buy |
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|
2021
Q1 | $871K | Buy |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $576K | Buy |
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|
2020
Q2 | $533K | Sell |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $679K | Buy |
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|
2019
Q2 | $667K | Sell |
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|
2019
Q1 | $661K | Sell |
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|
2018
Q4 | $683K | Sell |
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|
2018
Q3 | $871K | Sell |
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|
2018
Q2 | $902K | Sell |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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