Journey Advisory 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 | $1.66M | Buy |
31,608
+8,650
| +38% | +$453K | 0.13% | 137 |
|
|
2025
Q1 | $1.14M | Buy |
22,958
+199
| +0.9% | +$9.91K | 0.09% | 141 |
|
|
2024
Q4 | $936K | Hold |
22,759
| – | – | 0.11% | 116 |
|
|
2024
Q3 | $936K | Hold |
22,759
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $936K | Sell |
22,759
-250
| -1% | -$10.3K | 0.11% | 116 |
|
|
2024
Q1 | $969K | Hold |
23,009
| – | – | 0.12% | 118 |
|
|
2023
Q4 | $865K | Hold |
23,009
| – | – | 0.12% | 116 |
|
|
2023
Q3 | $763K | Sell |
23,009
-664
| -3% | -$22K | 0.11% | 121 |
|
|
2023
Q2 | $798K | Buy |
23,673
+164
| +0.7% | +$5.53K | 0.12% | 120 |
|
|
2023
Q1 | $756K | Sell |
23,509
-2,985
| -11% | -$96K | 0.12% | 127 |
|
|
2022
Q4 | $906K | Buy |
26,494
+318
| +1% | +$10.9K | 0.23% | 95 |
|
|
2022
Q3 | $795K | Buy |
26,176
+7
| +0% | +$213 | 0.2% | 100 |
|
|
2022
Q2 | $875K | Buy |
26,169
+6,049
| +30% | +$202K | 0.2% | 103 |
|
|
2022
Q1 | $771K | Buy |
20,120
+4
| +0% | +$153 | 0.2% | 111 |
|
|
2021
Q4 | $786K | Buy |
20,116
+1,581
| +9% | +$61.8K | 0.22% | 99 |
|
|
2021
Q3 | $696K | Buy |
18,535
+8,505
| +85% | +$319K | 0.23% | 96 |
|
|
2021
Q2 | $368K | Sell |
10,030
-245
| -2% | -$8.99K | 0.12% | 147 |
|
|
2021
Q1 | $350K | Sell |
10,275
-95
| -0.9% | -$3.24K | 0.12% | 136 |
|
|
2020
Q4 | $306K | Buy |
+10,370
| New | +$306K | 0.11% | 137 |
|