Laurel Wealth Advisors (North Carolina)’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 | $108M | Buy |
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|
2025
Q1 | $4.91M | Buy |
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|
2024
Q4 | $4.74M | Buy |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $4.07M | Sell |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q4 | $3.76M | Sell |
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|
2023
Q3 | $3.33M | Sell |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $2.43M | Sell |
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|
2020
Q2 | $2.73M | Sell |
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|
2020
Q1 | $2.65M | Sell |
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|
2019
Q4 | $4.13M | Sell |
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|
2019
Q3 | $3.79M | Sell |
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|
2019
Q2 | $3.75M | Buy |
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|
2019
Q1 | $3.45M | Buy |
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|
2018
Q4 | $3.12M | Buy |
|