Integrity Financial’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
$263K Hold
5,025
0.13% 118
2025
Q1
$250K Hold
5,025
0.14% 108
2024
Q4
$243K Buy
5,025
+529
+12% +$25.6K 0.14% 104
2024
Q3
$204K Hold
4,496
0.12% 118
2024
Q2
$185K Buy
4,496
+291
+7% +$12K 0.12% 114
2024
Q1
$177K Sell
4,205
-94
-2% -$3.96K 0.12% 112
2023
Q4
$162K Sell
4,299
-65
-1% -$2.44K 0.12% 107
2023
Q3
$145K Sell
4,364
-124
-3% -$4.11K 0.11% 109
2023
Q2
$151K Buy
4,488
+5
+0.1% +$169 0.11% 103
2023
Q1
$144K Sell
4,483
-14
-0.3% -$450 0.12% 110
2022
Q4
$154K Sell
4,497
-23
-0.5% -$787 0.15% 93
2022
Q3
$137K Buy
4,520
+172
+4% +$5.21K 0.14% 94
2022
Q2
$137K Buy
4,348
+253
+6% +$7.97K 0.13% 94
2022
Q1
$157K Buy
4,095
+1,382
+51% +$53K 0.13% 97
2021
Q4
$106K Buy
+2,713
New +$106K 0.08% 110