L.M. Kohn & Company’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
Q2 | $668K | Sell |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $557K | Hold |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $534K | Hold |
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|
2022
Q3 | $474K | Sell |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $624K | Buy |
|