LA
Lynch & Associates’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
15,875
-200
| -1% | -$10.5K | 0.17% | 86 |
|
|
2025
Q1 | $801K | Hold |
16,075
| – | – | 0.17% | 83 |
|
|
2024
Q4 | $777K | Hold |
16,075
| – | – | 0.17% | 77 |
|
|
2024
Q3 | $729K | Hold |
16,075
| – | – | 0.15% | 79 |
|
|
2024
Q2 | $661K | Hold |
16,075
| – | – | 0.15% | 80 |
|
|
2024
Q1 | $677K | Hold |
16,075
| – | – | 0.16% | 79 |
|
|
2023
Q4 | $604K | Hold |
16,075
| – | – | 0.15% | 78 |
|
|
2023
Q3 | $533K | Hold |
16,075
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $542K | Buy |
16,075
+975
| +6% | +$32.9K | 0.14% | 76 |
|
|
2023
Q1 | $485K | Hold |
15,100
| – | – | 0.13% | 79 |
|
|
2022
Q4 | $516K | Hold |
15,100
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $458K | Hold |
15,100
| – | – | 0.13% | 79 |
|
|
2022
Q2 | $475K | Hold |
15,100
| – | – | 0.13% | 78 |
|
|
2022
Q1 | $579K | Hold |
15,100
| – | – | 0.14% | 78 |
|
|
2021
Q4 | $590K | Sell |
15,100
-100
| -0.7% | -$3.91K | 0.14% | 79 |
|
|
2021
Q3 | $570K | Sell |
15,200
-150
| -1% | -$5.63K | 0.15% | 80 |
|
|
2021
Q2 | $563K | Hold |
15,350
| – | – | 0.14% | 80 |
|
|
2021
Q1 | $523K | Hold |
15,350
| – | – | 0.14% | 81 |
|
|
2020
Q4 | $453K | Hold |
15,350
| – | – | 0.12% | 81 |
|
|
2020
Q3 | $369K | Sell |
15,350
-500
| -3% | -$12K | 0.11% | 81 |
|
|
2020
Q2 | $367K | Hold |
15,850
| – | – | 0.12% | 83 |
|
|
2020
Q1 | $330K | Hold |
15,850
| – | – | 0.12% | 82 |
|
|
2019
Q4 | $488K | Hold |
15,850
| – | – | 0.14% | 77 |
|
|
2019
Q3 | $444K | Hold |
15,850
| – | – | 0.14% | 77 |
|
|
2019
Q2 | $437K | Hold |
15,850
| – | – | 0.14% | 76 |
|
|
2019
Q1 | $408K | Sell |
15,850
-125
| -0.8% | -$3.22K | 0.14% | 75 |
|
|
2018
Q4 | $381K | Buy |
15,975
+1,123
| +8% | +$26.8K | 0.14% | 74 |
|
|
2018
Q3 | $410K | Sell |
14,852
-100
| -0.7% | -$2.76K | 0.14% | 78 |
|
|
2018
Q2 | $398K | Sell |
14,952
-100
| -0.7% | -$2.66K | 0.14% | 79 |
|
|
2018
Q1 | $415K | Hold |
15,052
| – | – | 0.16% | 79 |
|
|
2017
Q4 | $420K | Sell |
15,052
-398
| -3% | -$11.1K | 0.16% | 74 |
|
|
2017
Q3 | $400K | Hold |
15,450
| – | – | 0.16% | 74 |
|
|
2017
Q2 | $381K | Hold |
15,450
| – | – | 0.15% | 79 |
|
|
2017
Q1 | $367K | Hold |
15,450
| – | – | 0.15% | 80 |
|
|
2016
Q4 | $359K | Sell |
15,450
-3,075
| -17% | -$71.5K | 0.15% | 82 |
|
|
2016
Q3 | $358K | Hold |
18,525
| – | – | 0.16% | 85 |
|
|
2016
Q2 | $423K | Sell |
18,525
-1,000
| -5% | -$22.8K | 0.19% | 77 |
|
|
2016
Q1 | $439K | Buy |
19,525
+1,000
| +5% | +$22.5K | 0.21% | 75 |
|
|
2015
Q4 | $441K | Sell |
18,525
-504
| -3% | -$12K | 0.23% | 74 |
|
|
2015
Q3 | $431K | Buy |
19,029
+504
| +3% | +$11.4K | 0.24% | 74 |
|
|
2015
Q2 | $452K | Sell |
18,525
-340
| -2% | -$8.3K | 0.24% | 74 |
|
|
2015
Q1 | $455K | Sell |
18,865
-8,540
| -31% | -$206K | 0.24% | 73 |
|
|
2014
Q4 | $678K | Hold |
27,405
| – | – | 0.36% | 61 |
|
|
2014
Q3 | $635K | Hold |
27,405
| – | – | 0.36% | 61 |
|
|
2014
Q2 | $623K | Buy |
27,405
+1,215
| +5% | +$27.6K | 0.36% | 65 |
|
|
2014
Q1 | $585K | Hold |
26,190
| – | – | 0.35% | 63 |
|
|
2013
Q4 | $573K | Buy |
26,190
+800
| +3% | +$17.5K | 0.34% | 63 |
|
|
2013
Q3 | $505K | Buy |
25,390
+715
| +3% | +$14.2K | 0.34% | 67 |
|
|
2013
Q2 | $480K | Buy |
+24,675
| New | +$480K | 0.33% | 71 |
|