Oxford Financial Group’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 | $464K | Sell |
8,868
-1,314
| -13% | -$68.8K | 0.03% | 138 |
|
|
2025
Q1 | $507K | Buy |
10,182
+1
| +0% | +$50 | 0.04% | 130 |
|
|
2024
Q4 | $492K | Sell |
10,181
-1,599
| -14% | -$77.3K | 0.03% | 149 |
|
|
2024
Q3 | $534K | Buy |
11,780
+1
| +0% | +$45 | 0.03% | 136 |
|
|
2024
Q2 | $484K | Buy |
11,779
+2
| +0% | +$82 | 0.03% | 155 |
|
|
2024
Q1 | $496K | Sell |
11,777
-1,362
| -10% | -$57.4K | 0.03% | 137 |
|
|
2023
Q4 | $494K | Buy |
13,139
+1,364
| +12% | +$51.3K | 0.04% | 139 |
|
|
2023
Q3 | $391K | Buy |
11,775
+190
| +2% | +$6.3K | 0.03% | 148 |
|
|
2023
Q2 | $391K | Hold |
11,585
| – | – | 0.04% | 153 |
|
|
2023
Q1 | $372K | Buy |
11,585
+81
| +0.7% | +$2.6K | 0.04% | 127 |
|
|
2022
Q4 | $393K | Hold |
11,504
| – | – | 0.05% | 130 |
|
|
2022
Q3 | $349K | Sell |
11,504
-7,780
| -40% | -$236K | 0.05% | 125 |
|
|
2022
Q2 | $606K | Sell |
19,284
-5,286
| -22% | -$166K | 0.09% | 93 |
|
|
2022
Q1 | $942K | Sell |
24,570
-6,069
| -20% | -$233K | 0.12% | 79 |
|
|
2021
Q4 | $1.2M | Buy |
30,639
+11,154
| +57% | +$435K | 0.13% | 72 |
|
|
2021
Q3 | $731K | Buy |
19,485
+3,250
| +20% | +$122K | 0.09% | 89 |
|
|
2021
Q2 | $596K | Hold |
16,235
| – | – | 0.08% | 100 |
|
|
2021
Q1 | $553K | Hold |
16,235
| – | – | 0.08% | 103 |
|
|
2020
Q4 | $479K | Hold |
16,235
| – | – | 0.07% | 103 |
|
|
2020
Q3 | $391K | Hold |
16,235
| – | – | 0.06% | 108 |
|
|
2020
Q2 | $376K | Hold |
16,235
| – | – | 0.06% | 110 |
|
|
2020
Q1 | $338K | Hold |
16,235
| – | – | 0.07% | 109 |
|
|
2019
Q4 | $500K | Buy |
+16,235
| New | +$500K | 0.14% | 46 |
|
|
2018
Q1 | – | Sell |
-16,235
| Closed | -$453K | – | 35 |
|
|
2017
Q4 | $453K | Buy |
+16,235
| New | +$453K | 0.31% | 27 |
|