Leicht Financial Planning & Wealth Management’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 | $5.12M | Buy |
97,753
+915
| +0.9% | +$47.9K | 2.43% | 11 |
|
|
2025
Q1 | $4.82M | Sell |
96,838
-8,514
| -8% | -$424K | 2.52% | 10 |
|
|
2024
Q4 | $5.09M | Sell |
105,352
-1,433
| -1% | -$69.3K | 2.61% | 11 |
|
|
2024
Q3 | $4.84M | Sell |
106,785
-5,032
| -5% | -$228K | 2.44% | 13 |
|
|
2024
Q2 | $4.6M | Buy |
111,817
+3,089
| +3% | +$127K | 2.45% | 13 |
|
|
2024
Q1 | $4.58M | Sell |
108,728
-9,304
| -8% | -$392K | 2.51% | 12 |
|
|
2023
Q4 | $4.44M | Sell |
118,032
-512
| -0.4% | -$19.3K | 2.55% | 11 |
|
|
2023
Q3 | $3.93M | Sell |
118,544
-2,501
| -2% | -$83K | 2.43% | 14 |
|
|
2023
Q2 | $4.08M | Sell |
121,045
-1,733
| -1% | -$58.4K | 2.46% | 12 |
|
|
2023
Q1 | $3.95M | Buy |
122,778
+25,613
| +26% | +$823K | 2.43% | 15 |
|
|
2022
Q4 | $3.32M | Buy |
+97,165
| New | +$3.32M | 2.23% | 19 |
|
|
2022
Q3 | – | Sell |
-185,180
| Closed | -$5.82M | – | 23 |
|
|
2022
Q2 | $5.82M | Sell |
185,180
-33,978
| -16% | -$1.07M | 3.94% | 12 |
|
|
2022
Q1 | $8.4M | Sell |
219,158
-2,992
| -1% | -$115K | 5% | 6 |
|
|
2021
Q4 | $8.68M | Buy |
222,150
+67,238
| +43% | +$2.63M | 4.95% | 6 |
|
|
2021
Q3 | $5.75M | Buy |
154,912
+1,131
| +0.7% | +$42K | 3.45% | 12 |
|
|
2021
Q2 | $5.63M | Buy |
153,781
+208
| +0.1% | +$7.62K | 3.42% | 13 |
|
|
2021
Q1 | $5.23M | Buy |
+153,573
| New | +$5.23M | 3.38% | 12 |
|
|
2020
Q3 | – | Sell |
-9,692
| Closed | -$217K | – | 23 |
|
|
2020
Q2 | $217K | Buy |
+9,692
| New | +$217K | 0.17% | 20 |
|
|
2020
Q1 | – | Sell |
-7,740
| Closed | -$238K | – | 70 |
|
|
2019
Q4 | $238K | Sell |
7,740
-1,641
| -17% | -$50.5K | 0.22% | 59 |
|
|
2019
Q3 | $263K | Buy |
+9,381
| New | +$263K | 0.25% | 48 |
|