Lodestone 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 | $518K | Buy |
9,899
+20
| +0.2% | +$1.05K | 0.25% | 96 |
|
|
2025
Q1 | $492K | Buy |
9,879
+200
| +2% | +$9.96K | 0.26% | 94 |
|
|
2024
Q4 | $468K | Sell |
9,679
-319
| -3% | -$15.4K | 0.23% | 97 |
|
|
2024
Q3 | $453K | Sell |
9,998
-145
| -1% | -$6.57K | 0.23% | 95 |
|
|
2024
Q2 | $417K | Sell |
10,143
-185
| -2% | -$7.61K | 0.22% | 106 |
|
|
2024
Q1 | $435K | Sell |
10,328
-117
| -1% | -$4.93K | 0.23% | 102 |
|
|
2023
Q4 | $393K | Sell |
10,445
-4
| -0% | -$150 | 0.23% | 104 |
|
|
2023
Q3 | $347K | Sell |
10,449
-966
| -8% | -$32K | 0.24% | 92 |
|
|
2023
Q2 | $385K | Buy |
11,415
+530
| +5% | +$17.9K | 0.26% | 92 |
|
|
2023
Q1 | $350K | Buy |
10,885
+15
| +0.1% | +$482 | 0.27% | 90 |
|
|
2022
Q4 | $372K | Buy |
+10,870
| New | +$372K | 0.3% | 81 |
|