JBR Co Financial Management’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 | $1.79M | Sell |
34,258
-5,163
| -13% | -$270K | 0.89% | 33 |
|
|
2025
Q1 | $1.96M | Buy |
39,421
+1,809
| +5% | +$90.1K | 1.15% | 21 |
|
|
2024
Q4 | $1.82M | Buy |
37,612
+10,142
| +37% | +$490K | 1.11% | 24 |
|
|
2024
Q3 | $1.24M | Buy |
27,470
+683
| +3% | +$31K | 0.81% | 32 |
|
|
2024
Q2 | $1.1M | Buy |
26,787
+1,422
| +6% | +$58.5K | 0.77% | 36 |
|
|
2024
Q1 | $1.07M | Buy |
25,365
+2,000
| +9% | +$84.2K | 0.85% | 32 |
|
|
2023
Q4 | $879K | Buy |
+23,365
| New | +$879K | 0.83% | 35 |
|