Lionsbridge Wealth Management’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 | $3.09M | Sell |
59,015
-1,330
| -2% | -$69.7K | 3.08% | 7 |
|
|
2025
Q1 | $3.01M | Sell |
60,345
-13,607
| -18% | -$678K | 2.67% | 12 |
|
|
2024
Q4 | $3.57M | Sell |
73,952
-5,567
| -7% | -$269K | 3% | 9 |
|
|
2024
Q3 | $3.6M | Buy |
79,519
+16,205
| +26% | +$734K | 2.85% | 9 |
|
|
2024
Q2 | $2.6M | Sell |
63,314
-572
| -0.9% | -$23.5K | 2.09% | 17 |
|
|
2024
Q1 | $2.69M | Sell |
63,886
-30,484
| -32% | -$1.28M | 2.08% | 17 |
|
|
2023
Q4 | $3.55M | Buy |
94,370
+30,580
| +48% | +$1.15M | 2.84% | 13 |
|
|
2023
Q3 | $2.12M | Buy |
63,790
+671
| +1% | +$22.3K | 2.01% | 22 |
|
|
2023
Q2 | $2.13M | Sell |
63,119
-2,956
| -4% | -$99.6K | 1.9% | 22 |
|
|
2023
Q1 | $2.12M | Sell |
66,075
-641
| -1% | -$20.6K | 1.96% | 21 |
|
|
2022
Q4 | $2.28M | Buy |
66,716
+30,447
| +84% | +$1.04M | 2.22% | 15 |
|
|
2022
Q3 | $1.1M | Buy |
36,269
+100
| +0.3% | +$3.04K | 1.58% | 19 |
|
|
2022
Q2 | $1.14M | Sell |
36,169
-2,561
| -7% | -$80.5K | 1.31% | 23 |
|
|
2022
Q1 | $1.48M | Sell |
38,730
-1,242
| -3% | -$47.6K | 1.72% | 23 |
|
|
2021
Q4 | $1.56M | Sell |
39,972
-1,272
| -3% | -$49.6K | 1.68% | 24 |
|
|
2021
Q3 | $1.55M | Sell |
41,244
-203
| -0.5% | -$7.61K | 1.67% | 20 |
|
|
2021
Q2 | $1.52M | Sell |
41,447
-1,001
| -2% | -$36.7K | 1.62% | 23 |
|
|
2021
Q1 | $1.45M | Buy |
+42,448
| New | +$1.45M | 1.41% | 28 |
|