Independent Financial Group’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $99.6K | Sell |
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|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $885K | Sell |
|
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|
2024
Q3 | $1.27M | Buy |
|
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.14M | Buy |
|
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $806K | Sell |
|
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|
2023
Q2 | $1.12M | Buy |
|
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $790K | Sell |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $884K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $291K | Buy |
|