Oldfather Financial Services’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
$266K Buy
5,073
+865
+21% +$45.3K 0.09% 70
2025
Q1
$210K Buy
+4,208
New +$210K 0.08% 75
2022
Q3
Sell
-6,754
Closed -$223K 65
2022
Q2
$223K Buy
6,754
+9
+0.1% +$297 0.13% 59
2022
Q1
$241K Buy
6,745
+6
+0.1% +$214 0.13% 59
2021
Q4
$271K Buy
6,739
+8
+0.1% +$322 0.14% 54
2021
Q3
$270K Buy
6,731
+7
+0.1% +$281 0.14% 55
2021
Q2
$258K Buy
6,724
+7
+0.1% +$269 0.14% 52
2021
Q1
$234K Sell
6,717
-443
-6% -$15.4K 0.13% 59
2020
Q4
$221K Buy
+7,160
New +$221K 0.13% 60
2020
Q1
Sell
-8,860
Closed -$268K 62
2019
Q4
$268K Buy
+8,860
New +$268K 0.25% 44