Meridian 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 | $2.09M | Buy |
40,024
+79
| +0.2% | +$4.12K | 0.09% | 198 |
|
|
2025
Q1 | $1.98M | Buy |
39,945
+296
| +0.7% | +$14.7K | 0.1% | 186 |
|
|
2024
Q4 | $1.91M | Sell |
39,649
-1,188
| -3% | -$57.2K | 0.09% | 187 |
|
|
2024
Q3 | $1.84M | Buy |
40,837
+809
| +2% | +$36.5K | 0.09% | 189 |
|
|
2024
Q2 | $1.64M | Buy |
+40,028
| New | +$1.64M | 0.2% | 89 |
|
|
2024
Q1 | – | Sell |
-87,327
| Closed | -$3.28M | – | 585 |
|
|
2023
Q4 | $3.28M | Sell |
87,327
-4,828
| -5% | -$181K | 0.21% | 110 |
|
|
2023
Q3 | $3.06M | Sell |
92,155
-11,745
| -11% | -$390K | 0.19% | 105 |
|
|
2023
Q2 | $3.5M | Sell |
103,900
-113,701
| -52% | -$3.83M | 0.3% | 70 |
|
|
2023
Q1 | $7M | Buy |
217,601
+31,453
| +17% | +$1.01M | 0.61% | 26 |
|
|
2022
Q4 | $6.37M | Buy |
186,148
+16,657
| +10% | +$570K | 0.62% | 24 |
|
|
2022
Q3 | $5.15M | Sell |
169,491
-4,221
| -2% | -$128K | 0.55% | 30 |
|
|
2022
Q2 | $5.46M | Buy |
173,712
+53,659
| +45% | +$1.69M | 0.45% | 47 |
|
|
2022
Q1 | $4.6M | Sell |
120,053
-5,929
| -5% | -$227K | 0.5% | 31 |
|
|
2021
Q4 | $4.92M | Buy |
125,982
+29,476
| +31% | +$1.15M | 0.53% | 34 |
|
|
2021
Q3 | $3.62M | Buy |
96,506
+2,587
| +3% | +$97.1K | 0.45% | 41 |
|
|
2021
Q2 | $3.45M | Buy |
93,919
+10,543
| +13% | +$387K | 0.44% | 48 |
|
|
2021
Q1 | $2.84M | Buy |
83,376
+26,602
| +47% | +$906K | 0.41% | 53 |
|
|
2020
Q4 | $1.67M | Buy |
+56,774
| New | +$1.67M | 0.27% | 80 |
|
|
2019
Q3 | – | Sell |
-977
| Closed | -$270 | – | 511 |
|
|
2019
Q2 | $270 | Buy |
+977
| New | +$270 | 0.01% | 481 |
|