Golden State Equity Partners’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
$328K Sell
2025
Q2
$326K Sell
2025
Q1
$384K Sell
2024
Q4
$404K Buy
2024
Q3
$123K Sell
2024
Q2
$303K Buy
2023
Q4
$273K Sell
2023
Q3
$267K Sell
2023
Q2
$294K Buy
2023
Q1
$278K Buy
2022
Q1
$627K Sell
2021
Q4
$728K Buy
2021
Q3
$697K Buy
2021
Q2
Sell
2021
Q1
$795K Sell
2020
Q4
$744K Buy