L.J. Altfest & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $3.9M | Buy |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $1.74M | Sell |
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|
2018
Q2 | $1.69M | Sell |
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|
2018
Q1 | $1.77M | Sell |
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|
2017
Q4 | $2.4M | Sell |
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|
2017
Q3 | $2.24M | Sell |
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|
2017
Q2 | $2.2M | Buy |
|