Golden State Equity Partners’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 | $326K | Sell |
6,218
-1,491
| -19% | -$78.1K | 0.06% | 328 |
|
|
2025
Q1 | $384K | Sell |
7,709
-648
| -8% | -$32.3K | 0.08% | 290 |
|
|
2024
Q4 | $404K | Buy |
8,357
+5,644
| +208% | +$273K | 0.08% | 275 |
|
|
2024
Q3 | $123K | Sell |
2,713
-4,663
| -63% | -$211K | 0.06% | 253 |
|
|
2024
Q2 | $303K | Buy |
+7,376
| New | +$303K | 0.06% | 316 |
|
|
2023
Q4 | $273K | Sell |
7,272
-778
| -10% | -$29.3K | 0.07% | 301 |
|
|
2023
Q3 | $267K | Sell |
8,050
-677
| -8% | -$22.5K | 0.07% | 270 |
|
|
2023
Q2 | $294K | Buy |
8,727
+75
| +0.9% | +$2.53K | 0.08% | 278 |
|
|
2023
Q1 | $278K | Buy |
+8,652
| New | +$278K | 0.15% | 157 |
|
|
2022
Q1 | $627K | Sell |
16,375
-2,259
| -12% | -$86.5K | 0.32% | 94 |
|
|
2021
Q4 | $728K | Buy |
18,634
+75
| +0.4% | +$2.93K | 0.37% | 65 |
|
|
2021
Q3 | $697K | Buy |
+18,559
| New | +$697K | 0.28% | 89 |
|
|
2021
Q2 | – | Sell |
-23,352
| Closed | -$795K | – | 279 |
|
|
2021
Q1 | $795K | Sell |
23,352
-1,892
| -7% | -$64.4K | 0.45% | 65 |
|
|
2020
Q4 | $744K | Buy |
+25,244
| New | +$744K | 0.51% | 53 |
|