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 |
|