Lion Street Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Lion Street Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$372K	Sell
2025 Q1	$419K	Buy
2024 Q4	$358K	Buy
2024 Q3	$201K	Buy
2023 Q4	–	Sell
2023 Q3	$236K	Sell
2023 Q2	$735K	Buy
2023 Q1	$201K	Buy