GeoWealth 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 | $5M | Sell |
95,418
-11,085
| -10% | -$581K | 0.2% | 64 |
|
|
2025
Q1 | $5.3M | Sell |
106,503
-172
| -0.2% | -$8.57K | 0.21% | 64 |
|
|
2024
Q4 | $5.16M | Buy |
106,675
+56,596
| +113% | +$2.74M | 0.17% | 96 |
|
|
2024
Q3 | $2.27M | Sell |
50,079
-7,496
| -13% | -$340K | 0.08% | 167 |
|
|
2024
Q2 | $2.37M | Sell |
57,575
-24,724
| -30% | -$1.02M | 0.1% | 138 |
|
|
2024
Q1 | $3.47M | Buy |
82,299
+55,023
| +202% | +$2.32M | 0.13% | 121 |
|
|
2023
Q4 | $1.03M | Buy |
27,276
+20,829
| +323% | +$783K | 0.08% | 206 |
|
|
2023
Q3 | $213K | Buy |
6,447
+2,384
| +59% | +$78.8K | 0.02% | 280 |
|
|
2023
Q2 | $137K | Buy |
4,063
+1,906
| +88% | +$64.3K | 0.01% | 264 |
|
|
2023
Q1 | $69K | Sell |
2,157
-821
| -28% | -$26.3K | 0.01% | 273 |
|
|
2022
Q4 | $101K | Sell |
2,978
-2,873
| -49% | -$97.4K | 0.01% | 274 |
|
|
2022
Q3 | $178K | Sell |
5,851
-155,983
| -96% | -$4.75M | 0.02% | 247 |
|
|
2022
Q2 | $5.09M | Sell |
161,834
-4,065
| -2% | -$128K | 0.68% | 35 |
|
|
2022
Q1 | $6.36M | Sell |
165,899
-3,051
| -2% | -$117K | 0.56% | 51 |
|
|
2021
Q4 | $6.6M | Sell |
168,950
-5,433
| -3% | -$212K | 0.54% | 52 |
|
|
2021
Q3 | $6.54M | Buy |
174,383
+20,000
| +13% | +$751K | 0.54% | 60 |
|
|
2021
Q2 | $5.66M | Sell |
154,383
-56,279
| -27% | -$2.06M | 0.72% | 37 |
|
|
2021
Q1 | $7.17M | Buy |
210,662
+71,808
| +52% | +$2.44M | 1.12% | 21 |
|
|
2020
Q4 | $4.1M | Buy |
138,854
+21,908
| +19% | +$647K | 0.66% | 43 |
|
|
2020
Q3 | $2.82M | Buy |
116,946
+18,861
| +19% | +$454K | 0.85% | 40 |
|
|
2020
Q2 | $2.27M | Buy |
+98,085
| New | +$2.27M | 0.94% | 37 |
|