Firestone Capital Management’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 | – | Sell |
-6,767
| Closed | -$337K | – | 164 |
|
2025
Q1 | $337K | Sell |
6,767
-490
| -7% | -$24.4K | 0.09% | 105 |
|
2024
Q4 | $351K | Buy |
7,257
+360
| +5% | +$17.4K | 0.09% | 111 |
|
2024
Q3 | $313K | Sell |
6,897
-580
| -8% | -$26.3K | 0.08% | 116 |
|
2024
Q2 | $307K | Buy |
7,477
+787
| +12% | +$32.4K | 0.08% | 108 |
|
2024
Q1 | $282K | Buy |
+6,690
| New | +$282K | 0.08% | 116 |
|
2021
Q4 | – | Sell |
-216
| Closed | -$8K | – | 457 |
|
2021
Q3 | $8K | Hold |
216
| – | – | ﹤0.01% | 384 |
|
2021
Q2 | $8K | Buy |
216
+1
| +0.5% | +$37 | ﹤0.01% | 376 |
|
2021
Q1 | $7K | Buy |
215
+1
| +0.5% | +$33 | ﹤0.01% | 391 |
|
2020
Q4 | $6K | Buy |
+214
| New | +$6K | ﹤0.01% | 399 |
|
2020
Q1 | – | Sell |
-1,792
| Closed | -$55K | – | 480 |
|
2019
Q4 | $55K | Buy |
+1,792
| New | +$55K | 0.02% | 201 |
|