Keystone Financial Group (Kentucky)’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 | $3.57M | Buy |
68,136
+4,699
| +7% | +$246K | 0.32% | 66 |
|
|
2025
Q1 | $3.16M | Buy |
63,437
+9,505
| +18% | +$474K | 0.32% | 68 |
|
|
2024
Q4 | $2.61M | Sell |
53,932
-40
| -0.1% | -$1.93K | 0.26% | 80 |
|
|
2024
Q3 | $2.45M | Buy |
+53,972
| New | +$2.45M | 0.31% | 62 |
|
|
2024
Q2 | – | Sell |
-53,796
| Closed | -$2.27M | – | 347 |
|
|
2024
Q1 | $2.27M | Buy |
53,796
+1,211
| +2% | +$51K | 0.33% | 62 |
|
|
2023
Q4 | $1.98M | Sell |
52,585
-3,763
| -7% | -$141K | 0.34% | 61 |
|
|
2023
Q3 | $1.87M | Sell |
56,348
-101
| -0.2% | -$3.35K | 0.31% | 65 |
|
|
2023
Q2 | $1.9M | Buy |
+56,449
| New | +$1.9M | 0.32% | 62 |
|
|
2022
Q4 | $2.02M | Buy |
59,167
+9
| +0% | +$308 | 0.4% | 60 |
|
|
2022
Q3 | $1.8M | Sell |
59,158
-12,236
| -17% | -$371K | 0.36% | 66 |
|
|
2022
Q2 | $2.25M | Sell |
71,394
-735
| -1% | -$23.1K | 0.44% | 48 |
|
|
2022
Q1 | $2.76M | Buy |
72,129
+5,964
| +9% | +$229K | 0.47% | 43 |
|
|
2021
Q4 | $2.58M | Buy |
66,165
+1,479
| +2% | +$57.8K | 0.42% | 51 |
|
|
2021
Q3 | $2.43M | Buy |
64,686
+1,446
| +2% | +$54.3K | 0.44% | 54 |
|
|
2021
Q2 | $2.32M | Buy |
63,240
+2,275
| +4% | +$83.5K | 0.42% | 58 |
|
|
2021
Q1 | $2.08M | Buy |
60,965
+6,541
| +12% | +$223K | 0.4% | 59 |
|
|
2020
Q4 | $1.6M | Buy |
54,424
+305
| +0.6% | +$8.99K | 0.33% | 71 |
|
|
2020
Q3 | $1.3M | Buy |
54,119
+279
| +0.5% | +$6.72K | 0.32% | 71 |
|
|
2020
Q2 | $1.25M | Sell |
53,840
-4,526
| -8% | -$105K | 0.34% | 70 |
|
|
2020
Q1 | $1.22M | Sell |
58,366
-3,093
| -5% | -$64.4K | 0.4% | 58 |
|
|
2019
Q4 | $1.89M | Buy |
61,459
+6,594
| +12% | +$203K | 0.51% | 50 |
|
|
2019
Q3 | $1.54M | Buy |
54,865
+5
| +0% | +$140 | 0.47% | 51 |
|
|
2019
Q2 | $1.51M | Sell |
54,860
-2,423
| -4% | -$66.9K | 0.49% | 52 |
|
|
2019
Q1 | $1.47M | Buy |
57,283
+2,617
| +5% | +$67.3K | 0.52% | 52 |
|
|
2018
Q4 | $1.3M | Buy |
54,666
+15,633
| +40% | +$372K | 0.59% | 48 |
|
|
2018
Q3 | $1.08M | Buy |
+39,033
| New | +$1.08M | 0.44% | 68 |
|
|
2018
Q2 | – | Sell |
-9,729
| Closed | -$262K | – | 182 |
|
|
2018
Q1 | $262K | Buy |
9,729
+437
| +5% | +$11.8K | 0.15% | 123 |
|
|
2017
Q4 | $264K | Buy |
+9,292
| New | +$264K | 0.16% | 99 |
|