Lakeshore Financial Planning’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 | $21.9M | Buy |
418,951
+8,532
| +2% | +$447K | 8.82% | 3 |
|
|
2025
Q1 | $20.4M | Sell |
410,419
-3,072
| -0.7% | -$153K | 8.51% | 3 |
|
|
2024
Q4 | $20M | Buy |
413,491
+4,688
| +1% | +$227K | 8.53% | 3 |
|
|
2024
Q3 | $18.5M | Buy |
408,803
+4,678
| +1% | +$212K | 8.16% | 4 |
|
|
2024
Q2 | $16.6M | Buy |
404,125
+7,436
| +2% | +$306K | 8.11% | 5 |
|
|
2024
Q1 | $16.7M | Buy |
396,689
+7,958
| +2% | +$335K | 8.46% | 4 |
|
|
2023
Q4 | $14.6M | Sell |
388,731
-8,099
| -2% | -$305K | 8.12% | 7 |
|
|
2023
Q3 | $13.2M | Buy |
+396,830
| New | +$13.2M | 7.5% | 7 |
|