Journey Advisory Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Hold
2025
Q2
$1.66M Buy
2025
Q1
$1.14M Buy
2024
Q4
$936K Hold
2024
Q3
$936K Hold
2024
Q2
$936K Sell
2024
Q1
$969K Hold
2023
Q4
$865K Hold
2023
Q3
$763K Sell
2023
Q2
$798K Buy
2023
Q1
$756K Sell
2022
Q4
$906K Buy
2022
Q3
$795K Buy
2022
Q2
$875K Buy
2022
Q1
$771K Buy
2021
Q4
$786K Buy
2021
Q3
$696K Buy
2021
Q2
$368K Sell
2021
Q1
$350K Sell
2020
Q4
$306K Buy