Legacy Bridge’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 | $77.8K | Hold |
1,485
| – | – | 0.04% | 170 |
|
|
2025
Q1 | $74K | Hold |
1,485
| – | – | 0.04% | 165 |
|
|
2024
Q4 | $71.8K | Hold |
1,485
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $67.3K | Hold |
1,485
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $61K | Sell |
1,485
-500
| -25% | -$20.6K | 0.04% | 174 |
|
|
2024
Q1 | $83.6K | Hold |
1,985
| – | – | 0.05% | 173 |
|
|
2023
Q4 | $74.6K | Sell |
1,985
-110
| -5% | -$4.14K | 0.05% | 175 |
|
|
2023
Q3 | $69.5K | Hold |
2,095
| – | – | 0.05% | 180 |
|
|
2023
Q2 | $70.6K | Hold |
2,095
| – | – | 0.05% | 183 |
|
|
2023
Q1 | $67.4K | Hold |
2,095
| – | – | 0.05% | 186 |
|
|
2022
Q4 | $71.6K | Hold |
2,095
| – | – | 0.05% | 182 |
|
|
2022
Q3 | $64K | Hold |
2,095
| – | – | 0.05% | 177 |
|
|
2022
Q2 | $66K | Hold |
2,095
| – | – | 0.05% | 185 |
|
|
2022
Q1 | $80K | Hold |
2,095
| – | – | 0.05% | 190 |
|
|
2021
Q4 | $82K | Hold |
2,095
| – | – | 0.04% | 191 |
|
|
2021
Q3 | $79K | Buy |
2,095
+500
| +31% | +$18.9K | 0.05% | 185 |
|
|
2021
Q2 | $59K | Buy |
1,595
+420
| +36% | +$15.5K | 0.03% | 190 |
|
|
2021
Q1 | $40K | Hold |
1,175
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $35K | Hold |
1,175
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $28K | Hold |
1,175
| – | – | 0.03% | 202 |
|
|
2020
Q2 | $27K | Hold |
1,175
| – | – | 0.03% | 200 |
|
|
2020
Q1 | $24K | Buy |
1,175
+895
| +320% | +$18.3K | 0.03% | 194 |
|
|
2019
Q4 | $9K | Buy |
+280
| New | +$9K | 0.01% | 262 |
|