LGL Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $984K | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $698K | Buy |
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|
2022
Q1 | $836K | Sell |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $840K | Sell |
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|
2021
Q2 | $828K | Sell |
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|
2021
Q1 | $771K | Buy |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $529K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $452K | Buy |
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