Larson Financial Group’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 | $1.08M | Sell |
20,610
-3,435
| -14% | -$180K | 0.04% | 281 |
|
|
2025
Q1 | $1.2M | Sell |
24,045
-32,007
| -57% | -$1.59M | 0.06% | 242 |
|
|
2024
Q4 | $2.71M | Buy |
56,052
+13,265
| +31% | +$641K | 0.14% | 134 |
|
|
2024
Q3 | $1.94M | Buy |
42,787
+37,179
| +663% | +$1.68M | 0.11% | 165 |
|
|
2024
Q2 | $231K | Buy |
5,608
+3,596
| +179% | +$148K | 0.02% | 421 |
|
|
2024
Q1 | $84.8K | Sell |
2,012
-2,181
| -52% | -$91.9K | 0.01% | 577 |
|
|
2023
Q4 | $158K | Buy |
4,193
+3,500
| +505% | +$132K | 0.01% | 403 |
|
|
2023
Q3 | $23K | Sell |
693
-221
| -24% | -$7.33K | ﹤0.01% | 780 |
|
|
2023
Q2 | $30.8K | Buy |
914
+50
| +6% | +$1.69K | ﹤0.01% | 640 |
|
|
2023
Q1 | $27.8K | Hold |
864
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $29.6K | Sell |
864
-100
| -10% | -$3.42K | ﹤0.01% | 617 |
|
|
2022
Q3 | $29K | Sell |
964
-220
| -19% | -$6.62K | ﹤0.01% | 555 |
|
|
2022
Q2 | $37K | Buy |
1,184
+20
| +2% | +$625 | 0.01% | 436 |
|
|
2022
Q1 | $45K | Buy |
1,164
+222
| +24% | +$8.58K | 0.01% | 398 |
|
|
2021
Q4 | $37K | Buy |
942
+300
| +47% | +$11.8K | 0.01% | 439 |
|
|
2021
Q3 | $24K | Hold |
642
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $24K | Hold |
642
| – | – | 0.01% | 405 |
|
|
2021
Q1 | $22K | Hold |
642
| – | – | 0.01% | 401 |
|
|
2020
Q4 | $19K | Buy |
642
+425
| +196% | +$12.6K | 0.01% | 392 |
|
|
2020
Q3 | $5K | Hold |
217
| – | – | ﹤0.01% | 532 |
|
|
2020
Q2 | $5K | Hold |
217
| – | – | ﹤0.01% | 495 |
|
|
2020
Q1 | $5K | Hold |
217
| – | – | ﹤0.01% | 378 |
|
|
2019
Q4 | $7K | Sell |
217
-561
| -72% | -$18.1K | ﹤0.01% | 338 |
|
|
2019
Q3 | $22K | Buy |
778
+561
| +259% | +$15.9K | 0.01% | 207 |
|
|
2019
Q2 | $6K | Buy |
217
+1
| +0.5% | +$28 | ﹤0.01% | 298 |
|
|
2019
Q1 | $6K | Buy |
216
+1
| +0.5% | +$28 | ﹤0.01% | 282 |
|
|
2018
Q4 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 283 |
|