Intrepid Financial Planning 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 | $2.22M | Sell |
42,343
-1,377
| -3% | -$72.1K | 0.93% | 25 |
|
|
2025
Q1 | $2.18M | Sell |
43,720
-1,650
| -4% | -$82.2K | 1.01% | 24 |
|
|
2024
Q4 | $2.19M | Sell |
45,370
-1,980
| -4% | -$95.7K | 0.93% | 28 |
|
|
2024
Q3 | $2.15M | Sell |
47,350
-4,770
| -9% | -$216K | 0.92% | 26 |
|
|
2024
Q2 | $2.14M | Sell |
52,120
-12
| -0% | -$493 | 0.92% | 26 |
|
|
2024
Q1 | $2.2M | Sell |
52,132
-1,375
| -3% | -$57.9K | 0.95% | 28 |
|
|
2023
Q4 | $2.01M | Sell |
53,507
-4,595
| -8% | -$173K | 0.96% | 29 |
|
|
2023
Q3 | $1.93M | Sell |
58,102
-2,510
| -4% | -$83.3K | 1% | 28 |
|
|
2023
Q2 | $2.04M | Sell |
60,612
-4,026
| -6% | -$136K | 0.98% | 28 |
|
|
2023
Q1 | $2.08M | Sell |
64,638
-3,890
| -6% | -$125K | 1.05% | 25 |
|
|
2022
Q4 | $2.34M | Sell |
68,528
-4,770
| -7% | -$163K | 1.27% | 22 |
|
|
2022
Q3 | $2.23M | Sell |
73,298
-883
| -1% | -$26.8K | 1.26% | 24 |
|
|
2022
Q2 | $2.33M | Buy |
+74,181
| New | +$2.33M | 1.28% | 25 |
|