Octavia Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $748K | Buy |
|
|||||
|
2025
Q2 | $675K | Buy |
|
|||||
|
2025
Q1 | $637K | Sell |
|
|||||
|
2024
Q4 | $644K | Sell |
|
|||||
|
2024
Q3 | $622K | Sell |
|
|||||
|
2024
Q2 | $596K | Sell |
|
|||||
|
2024
Q1 | $623K | Sell |
|
|||||
|
2023
Q4 | $757K | Buy |
|
|||||
|
2023
Q3 | $625K | Buy |
|
|||||
|
2023
Q2 | $624K | Buy |
|
|||||
|
2023
Q1 | $592K | Hold |
|
|||||
|
2022
Q4 | $629K | Sell |
|
|||||
|
2022
Q3 | $622K | Buy |
|
|||||
|
2022
Q2 | $596K | Buy |
|
|||||
|
2022
Q1 | $725K | Buy |
|
|||||
|
2021
Q4 | $684K | Buy |
|
|||||
|
2021
Q3 | $639K | Buy |
|
|||||
|
2021
Q2 | $620K | Sell |
|
|||||
|
2021
Q1 | $592K | Buy |
|
|||||
|
2020
Q4 | $501K | Buy |
|