Gradient Investments’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 | $362K | Buy |
6,913
+608
| +10% | +$31.8K | 0.01% | 310 |
|
|
2025
Q1 | $314K | Sell |
6,305
-1,055
| -14% | -$52.6K | 0.01% | 278 |
|
|
2024
Q4 | $356K | Buy |
7,360
+457
| +7% | +$22.1K | 0.01% | 255 |
|
|
2024
Q3 | $313K | Sell |
6,903
-747
| -10% | -$33.9K | 0.01% | 258 |
|
|
2024
Q2 | $314K | Sell |
7,650
-480
| -6% | -$19.7K | 0.01% | 270 |
|
|
2024
Q1 | $342K | Buy |
8,130
+423
| +5% | +$17.8K | 0.01% | 248 |
|
|
2023
Q4 | $290K | Buy |
7,707
+107
| +1% | +$4.02K | 0.01% | 305 |
|
|
2023
Q3 | $252K | Buy |
7,600
+280
| +4% | +$9.29K | 0.01% | 297 |
|
|
2023
Q2 | $247K | Buy |
7,320
+3,344
| +84% | +$113K | 0.01% | 303 |
|
|
2023
Q1 | $128K | Buy |
3,976
+3,356
| +541% | +$108K | ﹤0.01% | 340 |
|
|
2022
Q4 | $21.2K | Buy |
620
+35
| +6% | +$1.2K | ﹤0.01% | 679 |
|
|
2022
Q3 | $18K | Hold |
585
| – | – | ﹤0.01% | 692 |
|
|
2022
Q2 | $18K | Sell |
585
-229
| -28% | -$7.05K | ﹤0.01% | 671 |
|
|
2022
Q1 | $31K | Sell |
814
-186
| -19% | -$7.08K | ﹤0.01% | 563 |
|
|
2021
Q4 | $39K | Buy |
1,000
+49
| +5% | +$1.91K | ﹤0.01% | 530 |
|
|
2021
Q3 | $36K | Sell |
951
-167
| -15% | -$6.32K | ﹤0.01% | 527 |
|
|
2021
Q2 | $41K | Buy |
1,118
+157
| +16% | +$5.76K | ﹤0.01% | 498 |
|
|
2021
Q1 | $33K | Buy |
961
+61
| +7% | +$2.1K | ﹤0.01% | 538 |
|
|
2020
Q4 | $22K | Hold |
900
| – | – | ﹤0.01% | 554 |
|
|
2020
Q3 | $22K | Hold |
900
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $21K | Buy |
900
+660
| +275% | +$15.4K | ﹤0.01% | 526 |
|
|
2020
Q1 | $5K | Sell |
240
-449
| -65% | -$9.35K | ﹤0.01% | 789 |
|
|
2019
Q4 | $21K | Sell |
689
-1,334
| -66% | -$40.7K | ﹤0.01% | 563 |
|
|
2019
Q3 | $57K | Buy |
2,023
+641
| +46% | +$18.1K | ﹤0.01% | 367 |
|
|
2019
Q2 | $38K | Sell |
1,382
-192
| -12% | -$5.28K | ﹤0.01% | 414 |
|
|
2019
Q1 | $40K | Sell |
1,574
-1,700
| -52% | -$43.2K | ﹤0.01% | 363 |
|
|
2018
Q4 | $78K | Sell |
3,274
-1,953
| -37% | -$46.5K | ﹤0.01% | 289 |
|
|
2018
Q3 | $144K | Buy |
5,227
+2,140
| +69% | +$59K | 0.01% | 254 |
|
|
2018
Q2 | $82K | Buy |
3,087
+917
| +42% | +$24.4K | ﹤0.01% | 282 |
|
|
2018
Q1 | $60K | Sell |
2,170
-19,337
| -90% | -$535K | ﹤0.01% | 318 |
|
|
2017
Q4 | $600K | Sell |
21,507
-6,824
| -24% | -$190K | 0.03% | 165 |
|
|
2017
Q3 | $733K | Buy |
28,331
+25,196
| +804% | +$652K | 0.05% | 141 |
|
|
2017
Q2 | $77K | Sell |
3,135
-499
| -14% | -$12.3K | 0.01% | 276 |
|
|
2017
Q1 | $86K | Sell |
3,634
-1,950
| -35% | -$46.1K | 0.01% | 272 |
|
|
2016
Q4 | $130K | Sell |
5,584
-17,134
| -75% | -$399K | 0.01% | 198 |
|
|
2016
Q3 | $438K | Sell |
22,718
-5,779
| -20% | -$111K | 0.04% | 127 |
|
|
2016
Q2 | $572K | Sell |
28,497
-3,300
| -10% | -$66.2K | 0.06% | 109 |
|
|
2016
Q1 | $628K | Sell |
31,797
-6,721
| -17% | -$133K | 0.08% | 103 |
|
|
2015
Q4 | $806K | Buy |
38,518
+35,999
| +1,429% | +$753K | 0.11% | 108 |
|
|
2015
Q3 | $50K | Sell |
2,519
-36
| -1% | -$715 | 0.01% | 238 |
|
|
2015
Q2 | $55K | Buy |
2,555
+1,815
| +245% | +$39.1K | 0.01% | 237 |
|
|
2015
Q1 | $16K | Buy |
740
+398
| +116% | +$8.61K | ﹤0.01% | 345 |
|
|
2014
Q4 | $7K | Hold |
342
| – | – | ﹤0.01% | 400 |
|
|
2014
Q3 | $7K | Buy |
+342
| New | +$7K | ﹤0.01% | 366 |
|
|
2014
Q2 | – | Sell |
-114
| Closed | -$2K | – | 573 |
|
|
2014
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 459 |
|
|
2013
Q4 | $2K | Sell |
114
-48
| -30% | -$842 | ﹤0.01% | 525 |
|
|
2013
Q3 | $3K | Sell |
162
-521
| -76% | -$9.65K | ﹤0.01% | 390 |
|
|
2013
Q2 | $12K | Buy |
+683
| New | +$12K | ﹤0.01% | 261 |
|