Kapstone Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Kapstone Financial Advisors’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 Q2	$265K	Buy
2025 Q1	$245K	Hold
2024 Q4	$253K	Hold
2024 Q3	$222K	Hold
2024 Q2	$202K	Sell
2024 Q1	$240K	Hold
2023 Q4	$220K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy
2023 Q1	–	Sell
2022 Q4	$209K	Buy