Heritage Oak Wealth Advisors’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	-10,928	Closed	-$544K	–	83
2025 Q1	$544K	Buy	+10,928	New	+$544K	0.24%	41
2024 Q4	–	Sell	-58,744	Closed	-$2.66M	–	194
2024 Q3	$2.66M	Buy	+58,744	New	+$2.66M	1.23%	22