Northstar Financial Companies’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Sell	3,634 -2,082	-36%	-$170K	0.31%	76
2025 Q1	$451K	Buy	5,716 +1,259	+28%	+$99.3K	0.49%	48
2024 Q4	$337K	Buy	+4,457	New	+$337K	0.32%	70