OneAscent Financial Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

OneAscent Financial Services’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$593K	Sell
2025 Q1	$654K	Sell
2024 Q4	$855K	Buy
2024 Q3	–	Sell
2024 Q2	$362K	Buy
2024 Q1	$327K	Sell
2023 Q4	$305K	Buy