Lowe 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 | $9.43K | Hold |
180
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $8.97K | Hold |
180
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $8.7K | Hold |
180
| – | – | ﹤0.01% | 240 |
|
|
2024
Q3 | $8.16K | Hold |
180
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $7.4K | Hold |
180
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $7.58K | Hold |
180
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $6.77K | Hold |
180
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $5.97K | Hold |
180
| – | – | ﹤0.01% | 229 |
|
|
2023
Q2 | $6.07K | Hold |
180
| – | – | ﹤0.01% | 253 |
|
|
2023
Q1 | $5.79K | Hold |
180
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $6.16K | Hold |
180
| – | – | ﹤0.01% | 246 |
|
|
2022
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 250 |
|
|
2022
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 226 |
|
|
2022
Q1 | $7K | Sell |
180
-100
| -36% | -$3.89K | ﹤0.01% | 228 |
|
|
2021
Q4 | $11K | Hold |
280
| – | – | ﹤0.01% | 186 |
|
|
2021
Q3 | $11K | Buy |
280
+100
| +56% | +$3.93K | 0.01% | 180 |
|
|
2021
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 200 |
|
|
2021
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 200 |
|
|
2020
Q4 | $5K | Hold |
180
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $4K | Sell |
180
-130
| -42% | -$2.89K | ﹤0.01% | 209 |
|
|
2020
Q2 | $7K | Buy |
310
+130
| +72% | +$2.94K | ﹤0.01% | 177 |
|
|
2020
Q1 | $4K | Sell |
180
-157,565
| -100% | -$3.5M | ﹤0.01% | 201 |
|
|
2019
Q4 | $4.86M | Sell |
157,745
-4,152
| -3% | -$128K | 2.7% | 11 |
|
|
2019
Q3 | $4.53M | Sell |
161,897
-4,321
| -3% | -$121K | 2.71% | 11 |
|
|
2019
Q2 | $4.59M | Sell |
166,218
-4,599
| -3% | -$127K | 2.75% | 11 |
|
|
2019
Q1 | $4.39M | Sell |
170,817
-161
| -0.1% | -$4.14K | 2.66% | 12 |
|
|
2018
Q4 | $4.07M | Sell |
170,978
-5,077
| -3% | -$121K | 2.78% | 12 |
|
|
2018
Q3 | $4.86M | Buy |
176,055
+811
| +0.5% | +$22.4K | 2.87% | 12 |
|
|
2018
Q2 | $4.66M | Buy |
175,244
+1,697
| +1% | +$45.1K | 2.89% | 12 |
|
|
2018
Q1 | $4.79M | Sell |
173,547
-948
| -0.5% | -$26.1K | 3% | 12 |
|
|
2017
Q4 | $4.87M | Buy |
174,495
+12,209
| +8% | +$341K | 2.97% | 11 |
|
|
2017
Q3 | $4.2M | Buy |
162,286
+3,533
| +2% | +$91.4K | 2.62% | 11 |
|
|
2017
Q2 | $3.92M | Buy |
158,753
+157,693
| +14,877% | +$3.89M | 2.5% | 11 |
|
|
2017
Q1 | $25K | Hold |
1,060
| – | – | 0.02% | 86 |
|
|
2016
Q4 | $25K | Hold |
1,060
| – | – | 0.02% | 87 |
|
|
2016
Q3 | $20K | Sell |
1,060
-147
| -12% | -$2.77K | 0.01% | 101 |
|
|
2016
Q2 | $24K | Buy |
1,207
+586
| +94% | +$11.7K | 0.02% | 90 |
|
|
2016
Q1 | $12K | Hold |
621
| – | – | 0.01% | 122 |
|
|
2015
Q4 | $13K | Sell |
621
-4,159
| -87% | -$87.1K | 0.01% | 119 |
|
|
2015
Q3 | $95K | Buy |
4,780
+4,159
| +670% | +$82.7K | 0.07% | 39 |
|
|
2015
Q2 | $13K | Buy |
621
+600
| +2,857% | +$12.6K | 0.01% | 125 |
|
|
2015
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 229 |
|
|
2014
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 203 |
|