LGT Financial Advisors’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 | $68.7K | Buy |
1,312
+303
| +30% | +$15.9K | 0.17% | 89 |
|
|
2025
Q1 | $50.3K | Sell |
1,009
-34
| -3% | -$1.69K | 0.15% | 102 |
|
|
2024
Q4 | $50.4K | Buy |
1,043
+119
| +13% | +$5.75K | 0.11% | 146 |
|
|
2024
Q3 | $41.9K | Buy |
924
+634
| +219% | +$28.7K | 0.1% | 149 |
|
|
2024
Q2 | $11.9K | Sell |
290
-1,476
| -84% | -$60.6K | 0.03% | 430 |
|
|
2024
Q1 | $74.4K | Hold |
1,766
| – | – | 0.09% | 197 |
|
|
2023
Q4 | $66.4K | Buy |
1,766
+490
| +38% | +$18.4K | 0.08% | 193 |
|
|
2023
Q3 | $42.3K | Sell |
1,276
-292
| -19% | -$9.68K | 0.05% | 229 |
|
|
2023
Q2 | $52.9K | Buy |
+1,568
| New | +$52.9K | 0.06% | 160 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$1.7K | – | 203 |
|
|
2022
Q4 | $1.7K | Buy |
+50
| New | +$1.7K | ﹤0.01% | 176 |
|