LifeSteps Financial’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 | $398K | Buy |
7,603
+41
| +0.5% | +$2.15K | 0.27% | 58 |
|
|
2025
Q1 | $377K | Hold |
7,562
| – | – | 0.31% | 56 |
|
|
2024
Q4 | $365K | Buy |
7,562
+539
| +8% | +$26.1K | 0.28% | 56 |
|
|
2024
Q3 | $318K | Sell |
7,023
-600
| -8% | -$27.2K | 0.25% | 62 |
|
|
2024
Q2 | $313K | Sell |
7,623
-126
| -2% | -$5.18K | 0.26% | 59 |
|
|
2024
Q1 | $326K | Sell |
7,749
-400
| -5% | -$16.8K | 0.25% | 60 |
|
|
2023
Q4 | $306K | Sell |
8,149
-346
| -4% | -$13K | 0.27% | 59 |
|
|
2023
Q3 | $282K | Hold |
8,495
| – | – | 0.29% | 56 |
|
|
2023
Q2 | $286K | Hold |
8,495
| – | – | 0.28% | 56 |
|
|
2023
Q1 | $273K | Sell |
8,495
-161
| -2% | -$5.18K | 0.29% | 57 |
|
|
2022
Q4 | $296K | Sell |
8,656
-524
| -6% | -$17.9K | 0.31% | 58 |
|
|
2022
Q3 | $279K | Sell |
9,180
-500
| -5% | -$15.2K | 0.31% | 57 |
|
|
2022
Q2 | $304K | Sell |
9,680
-102
| -1% | -$3.2K | 0.32% | 55 |
|
|
2022
Q1 | $375K | Sell |
9,782
-874
| -8% | -$33.5K | 0.28% | 59 |
|
|
2021
Q4 | $416K | Buy |
10,656
+1,256
| +13% | +$49K | 0.29% | 52 |
|
|
2021
Q3 | $353K | Hold |
9,400
| – | – | 0.27% | 57 |
|
|
2021
Q2 | $345K | Hold |
9,400
| – | – | 0.27% | 55 |
|
|
2021
Q1 | $320K | Sell |
9,400
-450
| -5% | -$15.3K | 0.27% | 60 |
|
|
2020
Q4 | $290K | Hold |
9,850
| – | – | 0.27% | 60 |
|
|
2020
Q3 | $237K | Sell |
9,850
-1,015
| -9% | -$24.4K | 0.25% | 68 |
|
|
2020
Q2 | $251K | Buy |
10,865
+526
| +5% | +$12.2K | 0.29% | 60 |
|
|
2020
Q1 | $215K | Hold |
10,339
| – | – | 0.25% | 70 |
|
|
2019
Q4 | $318K | Buy |
+10,339
| New | +$318K | 0.3% | 63 |
|