Lion Street 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 | $372K | Sell |
7,094
-1,311
| -16% | -$68.7K | 0.11% | 189 |
|
|
2025
Q1 | $419K | Buy |
8,405
+1,000
| +14% | +$49.8K | 0.13% | 167 |
|
|
2024
Q4 | $358K | Buy |
7,405
+2,970
| +67% | +$144K | 0.11% | 179 |
|
|
2024
Q3 | $201K | Buy |
+4,435
| New | +$201K | 0.07% | 254 |
|
|
2023
Q4 | – | Sell |
-7,125
| Closed | -$236K | – | 270 |
|
|
2023
Q3 | $236K | Sell |
7,125
-11,143
| -61% | -$370K | 0.08% | 216 |
|
|
2023
Q2 | $735K | Buy |
18,268
+12,003
| +192% | +$483K | 0.25% | 81 |
|
|
2023
Q1 | $201K | Buy |
+6,265
| New | +$201K | 0.06% | 229 |
|