Montecito Bank & Trust’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 | $854K | Buy |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $771K | Sell |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $726K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $892K | Sell |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $818K | Sell |
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|
2019
Q3 | $795K | Buy |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $2.02M | Buy |
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|
2018
Q2 | $1.69M | Sell |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $1.21M | Buy |
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|
2017
Q3 | $898K | Buy |
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|
2017
Q2 | $841K | Buy |
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|
2017
Q1 | $452K | Buy |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $267K | Sell |
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|
2016
Q2 | $316K | Sell |
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|
2016
Q1 | $317K | Sell |
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|
2015
Q4 | $488K | Sell |
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|
2015
Q3 | $469K | Sell |
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|
2015
Q2 | $531K | Hold |
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|
2015
Q1 | $531K | Sell |
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|
2014
Q4 | $562K | Buy |
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|
2014
Q3 | $517K | Sell |
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|
2014
Q2 | $556K | Sell |
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|
2014
Q1 | $687K | Sell |
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|
2013
Q4 | $1.05M | Sell |
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|
2013
Q3 | $1.07M | Buy |
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|
2013
Q2 | $805K | Buy |
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