Park Square 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
$146K Sell
2,791
-227
-8% -$11.9K 0.11% 146
2025
Q1
$150K Buy
3,018
+386
+15% +$19.2K 0.12% 117
2024
Q4
$127K Buy
+2,632
New +$127K 0.09% 145