NorthRock Partners’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
Q2 | $212K | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $98.6K | Sell |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $675K | Sell |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $518K | Buy |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $365K | Buy |
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