Howard Capital Management Group’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
$1.84M Sell
35,048
-274
-0.8% -$14.3K 0.13% 42
2025
Q1
$1.76M Sell
35,322
-1,214
-3% -$60.5K 0.14% 42
2024
Q4
$1.77M Sell
36,536
-930
-2% -$44.9K 0.12% 45
2024
Q3
$1.7M Sell
37,466
-3,559
-9% -$161K 0.12% 48
2024
Q2
$1.69M Sell
41,025
-950
-2% -$39.1K 0.12% 49
2024
Q1
$1.77M Sell
41,975
-1,050
-2% -$44.2K 0.14% 48
2023
Q4
$1.62M Sell
43,025
-234
-0.5% -$8.8K 0.14% 46
2023
Q3
$1.43M Sell
43,259
-448
-1% -$14.9K 0.14% 48
2023
Q2
$1.47M Sell
43,707
-333
-0.8% -$11.2K 0.14% 49
2023
Q1
$1.42M Sell
44,040
-639
-1% -$20.5K 0.15% 47
2022
Q4
$1.53M Sell
44,679
-3,040
-6% -$104K 0.18% 43
2022
Q3
$1.45M Sell
47,719
-1,374
-3% -$41.7K 0.18% 43
2022
Q2
$1.54M Sell
49,093
-1,315
-3% -$41.4K 0.18% 43
2022
Q1
$1.93M Sell
50,408
-915
-2% -$35.1K 0.18% 45
2021
Q4
$2M Sell
51,323
-2,560
-5% -$100K 0.17% 44
2021
Q3
$2.02M Sell
53,883
-8,597
-14% -$323K 0.19% 44
2021
Q2
$2.29M Sell
62,480
-116,728
-65% -$4.28M 0.22% 43
2021
Q1
$6.1M Buy
+179,208
New +$6.1M 0.64% 36