Horizon Financial Services’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 | $1.3M | Sell |
24,760
-16,930
| -41% | -$887K | 0.69% | 32 |
|
|
2025
Q1 | $2.08M | Sell |
41,690
-7,697
| -16% | -$383K | 1.16% | 26 |
|
|
2024
Q4 | $2.39M | Sell |
49,387
-9,677
| -16% | -$468K | 1.34% | 22 |
|
|
2024
Q3 | $2.68M | Buy |
59,064
+5,737
| +11% | +$260K | 1.59% | 21 |
|
|
2024
Q2 | $2.19M | Sell |
53,327
-3,840
| -7% | -$158K | 1.39% | 22 |
|
|
2024
Q1 | $2.41M | Buy |
57,167
+16,472
| +40% | +$694K | 1.55% | 21 |
|
|
2023
Q4 | $1.53M | Buy |
40,695
+14,169
| +53% | +$533K | 1.08% | 23 |
|
|
2023
Q3 | $880K | Buy |
26,526
+4,812
| +22% | +$160K | 0.71% | 26 |
|
|
2023
Q2 | $732K | Buy |
21,714
+1,261
| +6% | +$42.5K | 0.6% | 27 |
|
|
2023
Q1 | $658K | Buy |
20,453
+571
| +3% | +$18.4K | 0.56% | 30 |
|
|
2022
Q4 | $680K | Buy |
19,882
+762
| +4% | +$26.1K | 0.59% | 27 |
|
|
2022
Q3 | $580K | Buy |
19,120
+931
| +5% | +$28.2K | 0.52% | 36 |
|
|
2022
Q2 | $572K | Buy |
18,189
+67
| +0.4% | +$2.11K | 0.44% | 34 |
|
|
2022
Q1 | $694K | Buy |
18,122
+2,446
| +16% | +$93.7K | 0.44% | 36 |
|
|
2021
Q4 | $612K | Buy |
15,676
+7,627
| +95% | +$298K | 0.37% | 40 |
|
|
2021
Q3 | $302K | Buy |
8,049
+1,495
| +23% | +$56.1K | 0.2% | 54 |
|
|
2021
Q2 | $240K | Buy |
+6,554
| New | +$240K | 0.17% | 56 |
|