Evoke Wealth’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 | $1.96M | Buy |
37,339
+4,470
| +14% | +$234K | 0.04% | 147 |
|
|
2025
Q1 | $1.64M | Buy |
32,869
+1,009
| +3% | +$50.3K | 0.04% | 150 |
|
|
2024
Q4 | $1.54M | Buy |
31,860
+2,737
| +9% | +$132K | 0.04% | 155 |
|
|
2024
Q3 | $1.32M | Buy |
+29,123
| New | +$1.32M | 0.04% | 165 |
|
|
2024
Q2 | – | Sell |
-16,505
| Closed | -$695K | – | 402 |
|
|
2024
Q1 | $695K | Buy |
+16,505
| New | +$695K | 0.02% | 207 |
|
|
2023
Q2 | – | Sell |
-14,276
| Closed | -$459K | – | 383 |
|
|
2023
Q1 | $459K | Buy |
14,276
+1,900
| +15% | +$61.1K | 0.02% | 223 |
|
|
2022
Q4 | $423K | Buy |
12,376
+1,000
| +9% | +$34.2K | 0.02% | 234 |
|
|
2022
Q3 | $345K | Hold |
11,376
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $358K | Sell |
11,376
-615,803
| -98% | -$19.4M | 0.01% | 251 |
|
|
2022
Q1 | $24M | Buy |
627,179
+370
| +0.1% | +$14.2K | 0.79% | 27 |
|
|
2021
Q4 | $24.5M | Buy |
626,809
+599,084
| +2,161% | +$23.4M | 0.77% | 22 |
|
|
2021
Q3 | $1.04M | Sell |
27,725
-8,306
| -23% | -$312K | 0.04% | 166 |
|
|
2021
Q2 | $1.32M | Buy |
36,031
+12,407
| +53% | +$455K | 0.05% | 151 |
|
|
2021
Q1 | $804K | Buy |
23,624
+3,533
| +18% | +$120K | 0.04% | 170 |
|
|
2020
Q4 | $592K | Buy |
20,091
+14,414
| +254% | +$425K | 0.04% | 136 |
|
|
2020
Q3 | $137K | Hold |
5,677
| – | – | 0.01% | 246 |
|
|
2020
Q2 | $131K | Sell |
5,677
-888
| -14% | -$20.5K | 0.01% | 241 |
|
|
2020
Q1 | $137K | Buy |
+6,565
| New | +$137K | 0.02% | 223 |
|
|
2019
Q4 | – | Sell |
-9,782
| Closed | -$274K | – | 1492 |
|
|
2019
Q3 | $274K | Buy |
+9,782
| New | +$274K | 0.03% | 213 |
|