Legacy Capital Group California’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	$1.07M	Buy	20,373 +2,078	+11%	+$109K	0.3%	85
2025 Q1	$911K	Buy	18,295 +4,275	+30%	+$213K	0.32%	73
2024 Q4	$678K	Buy	14,020 +2,945	+27%	+$142K	0.21%	135
2024 Q3	$502K	Buy	11,075 +2,631	+31%	+$119K	0.17%	172
2024 Q2	$347K	Buy	+8,444	New	+$347K	0.13%	208