LJI 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 | $1.76M | Buy |
33,515
+100
| +0.3% | +$5.24K | 0.31% | 38 |
|
|
2025
Q1 | $1.66M | Buy |
33,415
+160
| +0.5% | +$7.97K | 0.33% | 38 |
|
|
2024
Q4 | $1.61M | Sell |
33,255
-1,275
| -4% | -$61.6K | 0.32% | 37 |
|
|
2024
Q3 | $1.56M | Hold |
34,530
| – | – | 0.32% | 37 |
|
|
2024
Q2 | $1.42M | Buy |
+34,530
| New | +$1.42M | 0.31% | 40 |
|
|
2024
Q1 | – | Sell |
-35,394
| Closed | -$1.33M | – | 181 |
|
|
2023
Q4 | $1.33M | Sell |
35,394
-1,336
| -4% | -$50.2K | 0.34% | 36 |
|
|
2023
Q3 | $1.22M | Sell |
36,730
-1,200
| -3% | -$39.8K | 0.35% | 36 |
|
|
2023
Q2 | $1.28M | Buy |
37,930
+655
| +2% | +$22.1K | 0.37% | 34 |
|
|
2023
Q1 | $1.2M | Buy |
37,275
+2,580
| +7% | +$82.9K | 0.38% | 33 |
|
|
2022
Q4 | $1.19M | Buy |
+34,695
| New | +$1.19M | 0.42% | 33 |
|