KMG Fiduciary Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $726K | Hold |
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|
2025
Q2 | $705K | Sell |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $632K | Sell |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $914K | Sell |
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|
2021
Q4 | $938K | Sell |
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|
2021
Q3 | $939K | Buy |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $677K | Buy |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $358K | Buy |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $474K | Sell |
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|
2019
Q3 | $470K | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $866K | Buy |
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