Lokken Investment Group’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 | $325K | Sell |
6,203
-14,298
| -70% | -$749K | 0.13% | 102 |
|
|
2025
Q1 | $1.02M | Buy |
20,501
+15,016
| +274% | +$748K | 0.43% | 61 |
|
|
2024
Q4 | $265K | Buy |
5,485
+1
| +0% | +$48 | 0.11% | 112 |
|
|
2024
Q3 | $249K | Sell |
5,484
-548
| -9% | -$24.8K | 0.1% | 130 |
|
|
2024
Q2 | $248K | Buy |
6,032
+1
| +0% | +$41 | 0.12% | 120 |
|
|
2024
Q1 | $254K | Buy |
6,031
+1
| +0% | +$42 | 0.13% | 117 |
|
|
2023
Q4 | $227K | Buy |
+6,030
| New | +$227K | 0.13% | 119 |
|
|
2023
Q3 | – | Sell |
-6,027
| Closed | -$203K | – | 142 |
|
|
2023
Q2 | $203K | Buy |
+6,027
| New | +$203K | 0.13% | 121 |
|
|
2023
Q1 | – | Sell |
-6,073
| Closed | -$208K | – | 141 |
|
|
2022
Q4 | $208K | Buy |
+6,073
| New | +$208K | 0.16% | 110 |
|
|
2022
Q2 | – | Sell |
-6,613
| Closed | -$228K | – | 131 |
|
|
2022
Q1 | $228K | Buy |
6,613
+403
| +6% | +$13.9K | 0.18% | 112 |
|
|
2021
Q4 | $243K | Buy |
6,210
+2
| +0% | +$78 | 0.17% | 114 |
|
|
2021
Q3 | $233K | Buy |
6,208
+1
| +0% | +$38 | 0.18% | 109 |
|
|
2021
Q2 | $228K | Buy |
+6,207
| New | +$228K | 0.19% | 106 |
|