Long Run Wealth Advisors’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 | $12.9M | Buy |
246,425
+9,472
| +4% | +$496K | 2.71% | 9 |
|
|
2025
Q1 | $11.8M | Buy |
236,953
+40,567
| +21% | +$2.02M | 2.68% | 9 |
|
|
2024
Q4 | $9.49M | Sell |
196,386
-14,311
| -7% | -$692K | 2.27% | 11 |
|
|
2024
Q3 | $9.55M | Sell |
210,697
-2,115
| -1% | -$95.9K | 2.25% | 12 |
|
|
2024
Q2 | $8.75M | Sell |
212,812
-8,234
| -4% | -$338K | 2.21% | 12 |
|
|
2024
Q1 | $9.31M | Buy |
221,046
+8,599
| +4% | +$362K | 2.45% | 13 |
|
|
2023
Q4 | $7.99M | Buy |
212,447
+9,923
| +5% | +$373K | 2.31% | 13 |
|
|
2023
Q3 | $6.72M | Sell |
202,524
-5,372
| -3% | -$178K | 2.18% | 13 |
|
|
2023
Q2 | $7.01M | Sell |
207,896
-40,234
| -16% | -$1.36M | 2.24% | 14 |
|
|
2023
Q1 | $7.98M | Buy |
248,130
+30,746
| +14% | +$988K | 2.72% | 12 |
|
|
2022
Q4 | $7.43M | Buy |
217,384
+5,836
| +3% | +$200K | 2.67% | 12 |
|
|
2022
Q3 | $6.42M | Buy |
211,548
+8,475
| +4% | +$257K | 2.54% | 13 |
|
|
2022
Q2 | $6.39M | Buy |
203,073
+7,813
| +4% | +$246K | 2.47% | 9 |
|
|
2022
Q1 | $7.48M | Buy |
195,260
+3,579
| +2% | +$137K | 2.62% | 10 |
|
|
2021
Q4 | $7.49M | Buy |
+191,681
| New | +$7.49M | 2.6% | 9 |
|