Marion Wealth Management’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 | $276K | Sell |
5,262
-26
| -0.5% | -$1.36K | 0.07% | 114 |
|
|
2025
Q1 | $263K | Sell |
5,288
-485
| -8% | -$24.2K | 0.07% | 110 |
|
|
2024
Q4 | $279K | Buy |
5,773
+26
| +0.5% | +$1.26K | 0.07% | 113 |
|
|
2024
Q3 | $260K | Sell |
5,747
-14
| -0.2% | -$635 | 0.07% | 114 |
|
|
2024
Q2 | $237K | Hold |
5,761
| – | – | 0.07% | 114 |
|
|
2024
Q1 | $243K | Sell |
5,761
-312
| -5% | -$13.1K | 0.07% | 115 |
|
|
2023
Q4 | $228K | Sell |
6,073
-38,941
| -87% | -$1.46M | 0.07% | 109 |
|
|
2023
Q3 | $1.49M | Buy |
45,014
+842
| +2% | +$27.9K | 0.53% | 45 |
|
|
2023
Q2 | $1.49M | Buy |
44,172
+767
| +2% | +$25.9K | 0.53% | 43 |
|
|
2023
Q1 | $1.4M | Buy |
43,405
+2,272
| +6% | +$73K | 0.52% | 41 |
|
|
2022
Q4 | $1.41M | Buy |
41,133
+5,689
| +16% | +$195K | 0.59% | 40 |
|
|
2022
Q3 | $1.08M | Buy |
35,444
+2,461
| +7% | +$74.7K | 0.55% | 40 |
|
|
2022
Q2 | $1.04M | Sell |
32,983
-5,589
| -14% | -$176K | 0.54% | 45 |
|
|
2022
Q1 | $1.48M | Sell |
38,572
-295
| -0.8% | -$11.3K | 0.72% | 30 |
|
|
2021
Q4 | $1.52M | Buy |
+38,867
| New | +$1.52M | 0.72% | 30 |
|