Kingsview Wealth Management’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 | $23.4M | Buy |
446,796
+153,472
| +52% | +$8.04M | 0.4% | 45 |
|
|
2025
Q1 | $14.6M | Sell |
293,324
-16,702
| -5% | -$832K | 0.28% | 62 |
|
|
2024
Q4 | $15M | Buy |
310,026
+189,371
| +157% | +$9.15M | 0.29% | 62 |
|
|
2024
Q3 | $5.47M | Sell |
120,655
-163,044
| -57% | -$7.39M | 0.12% | 188 |
|
|
2024
Q2 | $11.7M | Buy |
283,699
+76,967
| +37% | +$3.16M | 0.28% | 70 |
|
|
2024
Q1 | $8.71M | Buy |
206,732
+13,691
| +7% | +$577K | 0.22% | 101 |
|
|
2023
Q4 | $7.26M | Buy |
193,041
+24,276
| +14% | +$913K | 0.22% | 120 |
|
|
2023
Q3 | $5.6M | Buy |
168,765
+125,966
| +294% | +$4.18M | 0.2% | 117 |
|
|
2023
Q2 | $1.44M | Buy |
42,799
+2,959
| +7% | +$99.7K | 0.06% | 310 |
|
|
2023
Q1 | $1.28M | Sell |
39,840
-2,137
| -5% | -$68.7K | 0.05% | 333 |
|
|
2022
Q4 | $1.44M | Sell |
41,977
-164,695
| -80% | -$5.63M | 0.06% | 280 |
|
|
2022
Q3 | $6.28M | Buy |
206,672
+118,030
| +133% | +$3.58M | 0.3% | 84 |
|
|
2022
Q2 | $2.79M | Sell |
88,642
-83,494
| -49% | -$2.63M | 0.13% | 171 |
|
|
2022
Q1 | $6.6M | Buy |
172,136
+94,193
| +121% | +$3.61M | 0.29% | 81 |
|
|
2021
Q4 | $3.04M | Buy |
77,943
+2,451
| +3% | +$95.7K | 0.13% | 177 |
|
|
2021
Q3 | $2.83M | Sell |
75,492
-22,303
| -23% | -$837K | 0.13% | 167 |
|
|
2021
Q2 | $3.62M | Buy |
97,795
+7,925
| +9% | +$293K | 0.18% | 128 |
|
|
2021
Q1 | $3.1M | Buy |
+89,870
| New | +$3.1M | 0.18% | 129 |
|
|
2020
Q4 | – | Sell |
-2,830
| Closed | -$68K | – | 735 |
|
|
2020
Q3 | $68K | Buy |
+2,830
| New | +$68K | 0.01% | 590 |
|
|
2020
Q2 | – | Sell |
-5,450
| Closed | -$113K | – | 606 |
|
|
2020
Q1 | $113K | Buy |
+5,450
| New | +$113K | 0.02% | 446 |
|
|
2019
Q2 | – | Sell |
-7,013
| Closed | -$180K | – | 476 |
|
|
2019
Q1 | $180K | Sell |
7,013
-18,455
| -72% | -$474K | 0.03% | 431 |
|
|
2018
Q4 | $607K | Sell |
25,468
-4,927
| -16% | -$117K | 0.13% | 190 |
|
|
2018
Q3 | $838K | Buy |
+30,395
| New | +$838K | 0.17% | 164 |
|