Linscomb Wealth’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
Q3 | $251K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $468K | Sell |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $228K | Sell |
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|
2018
Q3 | $275K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $267K | Sell |
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|
2014
Q3 | $254K | Buy |
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|
2014
Q2 | $248K | Sell |
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|
2014
Q1 | $251K | Buy |
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