Orca Investment Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
|
|||||
|
2025
Q1 | $2.91M | Sell |
|
|||||
|
2024
Q4 | $2.85M | Sell |
|
|||||
|
2024
Q3 | $2.83M | Buy |
|
|||||
|
2024
Q2 | $2.48M | Buy |
|
|||||
|
2024
Q1 | $2.53M | Sell |
|
|||||
|
2023
Q4 | $2.39M | Buy |
|
|||||
|
2023
Q3 | $2.02M | Buy |
|
|||||
|
2023
Q2 | $1.94M | Sell |
|
|||||
|
2023
Q1 | $1.86M | Sell |
|
|||||
|
2022
Q4 | $1.99M | Sell |
|
|||||
|
2022
Q3 | $1.78M | Sell |
|
|||||
|
2022
Q2 | $1.93M | Sell |
|
|||||
|
2022
Q1 | $2.37M | Sell |
|
|||||
|
2021
Q4 | $2.43M | Sell |
|
|||||
|
2021
Q3 | $2.42M | Sell |
|
|||||
|
2021
Q2 | $2.58M | Buy |
|
|||||
|
2021
Q1 | $2.38M | Sell |
|
|||||
|
2020
Q4 | $2.1M | Buy |
|
|||||
|
2019
Q3 | $2.27M | Sell |
|
|||||
|
2019
Q2 | $2.3M | Sell |
|
|||||
|
2019
Q1 | $2.18M | Sell |
|
|||||
|
2018
Q4 | $2.08M | Sell |
|
|||||
|
2018
Q3 | $2.52M | Sell |
|
|||||
|
2018
Q2 | $2.54M | Buy |
|
|||||
|
2018
Q1 | $1.13M | Sell |
|
|||||
|
2017
Q4 | $1.45M | Hold |
|
|||||
|
2017
Q3 | $1.35M | Sell |
|
|||||
|
2017
Q2 | $4.01M | Sell |
|
|||||
|
2017
Q1 | $3.89M | Sell |
|
|||||
|
2016
Q4 | $3.83M | Buy |
|
|||||
|
2016
Q3 | $982K | Sell |
|
|||||
|
2016
Q2 | $1.16M | Sell |
|
|||||
|
2016
Q1 | $1.16M | Hold |
|
|||||
|
2015
Q4 | $1.22M | Buy |
|
|||||
|
2015
Q3 | $1.11M | Sell |
|
|||||
|
2015
Q2 | $1.21M | Buy |
|
|||||
|
2015
Q1 | $708K | Hold |
|
|||||
|
2014
Q4 | $726K | Sell |
|
|||||
|
2014
Q3 | $721K | Sell |
|
|||||
|
2014
Q2 | $2.46M | Buy |
|
|||||
|
2014
Q1 | $1.49M | Sell |
|
|||||
|
2013
Q4 | $1.47M | Buy |
|