Legacy Financial Group (Oklahoma)’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
1,692
-158
| -9% | -$40K | 0.13% | 51 |
|
|
2025
Q1 | $382K | Sell |
1,850
-551
| -23% | -$114K | 0.12% | 57 |
|
|
2024
Q4 | $558K | Buy |
2,401
+1,061
| +79% | +$247K | 0.18% | 44 |
|
|
2024
Q3 | $298K | Sell |
1,340
-15
| -1% | -$3.33K | 0.1% | 63 |
|
|
2024
Q2 | $307K | Sell |
1,355
-8
| -0.6% | -$1.81K | 0.12% | 55 |
|
|
2024
Q1 | $284K | Hold |
1,363
| – | – | 0.11% | 57 |
|
|
2023
Q4 | $262K | Hold |
1,363
| – | – | 0.11% | 56 |
|
|
2023
Q3 | $223K | Hold |
1,363
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $237K | Hold |
1,363
| – | – | 0.12% | 62 |
|
|
2023
Q1 | $206K | Buy |
+1,363
| New | +$206K | 0.11% | 61 |
|