Patriot Financial Group Insurance Agency’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 | $206K | Sell |
3,941
-280
| -7% | -$14.7K | 0.02% | 486 |
|
|
2025
Q1 | $210K | Buy |
+4,221
| New | +$210K | 0.03% | 441 |
|
|
2023
Q4 | – | Sell |
-15,887
| Closed | -$527K | – | 497 |
|
|
2023
Q3 | $527K | Sell |
15,887
-2,909
| -15% | -$96.5K | 0.11% | 221 |
|
|
2023
Q2 | $634K | Buy |
18,796
+3,708
| +25% | +$125K | 0.12% | 200 |
|
|
2023
Q1 | $485K | Buy |
15,088
+4,791
| +47% | +$154K | 0.1% | 222 |
|
|
2022
Q4 | $352K | Buy |
+10,297
| New | +$352K | 0.05% | 281 |
|
|
2022
Q3 | – | Sell |
-6,175
| Closed | -$194K | – | 1972 |
|
|
2022
Q2 | $194K | Sell |
6,175
-304
| -5% | -$9.55K | 0.04% | 388 |
|
|
2022
Q1 | $248K | Sell |
6,479
-1,309
| -17% | -$50.1K | 0.04% | 373 |
|
|
2021
Q4 | $304K | Sell |
7,788
-2,418
| -24% | -$94.4K | 0.05% | 348 |
|
|
2021
Q3 | $383K | Sell |
10,206
-94
| -0.9% | -$3.53K | 0.07% | 286 |
|
|
2021
Q2 | $378K | Buy |
10,300
+1,507
| +17% | +$55.3K | 0.07% | 287 |
|
|
2021
Q1 | $299K | Sell |
8,793
-157
| -2% | -$5.34K | 0.07% | 293 |
|
|
2020
Q4 | $264K | Buy |
8,950
+3,648
| +69% | +$108K | 0.07% | 283 |
|
|
2020
Q3 | $128K | Buy |
5,302
+461
| +10% | +$11.1K | 0.04% | 346 |
|
|
2020
Q2 | $112K | Buy |
4,841
+805
| +20% | +$18.6K | 0.04% | 327 |
|
|
2020
Q1 | $105K | Sell |
4,036
-1,689
| -30% | -$43.9K | 0.05% | 313 |
|
|
2019
Q4 | $176K | Sell |
5,725
-395
| -6% | -$12.1K | 0.07% | 241 |
|
|
2019
Q3 | $171K | Sell |
6,120
-2,023
| -25% | -$56.5K | 0.08% | 230 |
|
|
2019
Q2 | $227K | Sell |
8,143
-1,084
| -12% | -$30.2K | 0.1% | 175 |
|
|
2019
Q1 | $237K | Buy |
9,227
+1,289
| +16% | +$33.1K | 0.12% | 144 |
|
|
2018
Q4 | $189K | Sell |
7,938
-1,356
| -15% | -$32.3K | 0.12% | 134 |
|
|
2018
Q3 | $256K | Buy |
9,294
+1,101
| +13% | +$30.3K | 0.15% | 97 |
|
|
2018
Q2 | $218K | Sell |
8,193
-7,063
| -46% | -$188K | 0.23% | 71 |
|
|
2018
Q1 | $411K | Buy |
15,256
+1,675
| +12% | +$45.1K | 0.3% | 69 |
|
|
2017
Q4 | $389K | Buy |
13,581
+2,606
| +24% | +$74.6K | 0.29% | 74 |
|
|
2017
Q3 | $288K | Buy |
10,975
+2,192
| +25% | +$57.5K | 0.26% | 77 |
|
|
2017
Q2 | $220K | Buy |
8,783
+8,777
| +146,283% | +$220K | 0.23% | 93 |
|
|
2017
Q1 | $142K | Sell |
6
-4,986
| -100% | -$118M | 0.15% | 117 |
|
|
2016
Q4 | $116K | Buy |
+4,992
| New | +$116K | 0.16% | 127 |
|