Lodestone Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $552K | Buy |
|
|||||
|
2025
Q2 | $518K | Buy |
|
|||||
|
2025
Q1 | $492K | Buy |
|
|||||
|
2024
Q4 | $468K | Sell |
|
|||||
|
2024
Q3 | $453K | Sell |
|
|||||
|
2024
Q2 | $417K | Sell |
|
|||||
|
2024
Q1 | $435K | Sell |
|
|||||
|
2023
Q4 | $393K | Sell |
|
|||||
|
2023
Q3 | $347K | Sell |
|
|||||
|
2023
Q2 | $385K | Buy |
|
|||||
|
2023
Q1 | $350K | Buy |
|
|||||
|
2022
Q4 | $372K | Buy |
|