Patriot Financial Group Insurance Agency’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
Q3 | $211K | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $194K | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $128K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $176K | Sell |
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|
2019
Q3 | $171K | Sell |
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|
2019
Q2 | $227K | Sell |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $189K | Sell |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $411K | Buy |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $288K | Buy |
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|
2017
Q2 | $220K | Buy |
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|
2017
Q1 | $142K | Sell |
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|
2016
Q4 | $116K | Buy |
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