Lakeridge 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	–	Sell	-5,744	Closed	-$286K	–	158
2025 Q1	$286K	Buy	5,744 +2	+0%	+$100	0.14%	123
2024 Q4	$278K	Buy	5,742 +2	+0%	+$97	0.14%	120
2024 Q3	$260K	Buy	5,740 +15	+0.3%	+$680	0.14%	123
2024 Q2	$235K	Buy	+5,725	New	+$235K	0.14%	124