Kagan Cocozza Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Kagan Cocozza Asset Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$656K	Sell
2025 Q2	$960K	Sell
2025 Q1	$916K	Sell
2024 Q4	$908K	Buy