Kraft Davis & Associates’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 | $740K | Buy |
13,940
+2,230
| +19% | +$118K | 0.2% | 66 |
|
2025
Q1 | $552K | Sell |
11,710
-27,626
| -70% | -$1.3M | 0.18% | 67 |
|
2024
Q4 | $2.01M | Sell |
39,336
-3,698
| -9% | -$189K | 0.57% | 41 |
|
2024
Q3 | $2.01M | Buy |
43,034
+15,348
| +55% | +$717K | 0.6% | 41 |
|
2024
Q2 | $1.2M | Buy |
27,686
+7,378
| +36% | +$320K | 0.36% | 50 |
|
2024
Q1 | $847K | Buy |
+20,308
| New | +$847K | 0.25% | 58 |
|