Lynch & Associates’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 | $850K | Sell |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $801K | Hold |
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|
2024
Q4 | $777K | Hold |
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|
2024
Q3 | $729K | Hold |
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|
2024
Q2 | $661K | Hold |
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|
2024
Q1 | $677K | Hold |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $533K | Hold |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $485K | Hold |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $579K | Hold |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $563K | Hold |
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|
2021
Q1 | $523K | Hold |
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|
2020
Q4 | $453K | Hold |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $488K | Hold |
|
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|
2019
Q3 | $444K | Hold |
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|
2019
Q2 | $437K | Hold |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $381K | Buy |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $415K | Hold |
|
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $400K | Hold |
|
|||||
|
2017
Q2 | $381K | Hold |
|
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|
2017
Q1 | $367K | Hold |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $358K | Sell |
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|
2016
Q2 | $423K | Sell |
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|
2016
Q1 | $439K | Buy |
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|
2015
Q4 | $441K | Sell |
|
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|
2015
Q3 | $431K | Buy |
|
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|
2015
Q2 | $452K | Sell |
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|
2015
Q1 | $455K | Sell |
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|
2014
Q4 | $678K | Hold |
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|
2014
Q3 | $635K | Hold |
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|
2014
Q2 | $623K | Buy |
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|
2014
Q1 | $585K | Hold |
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|
2013
Q4 | $573K | Buy |
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|
2013
Q3 | $505K | Buy |
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|
2013
Q2 | $480K | Buy |
|