Patten & Patten’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 | $1.84M | Buy |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.43M | Sell |
|
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.32M | Buy |
|
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $915K | Hold |
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|
2023
Q2 | $930K | Sell |
|
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|
2023
Q1 | $912K | Buy |
|
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|
2022
Q4 | $970K | Buy |
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|
2022
Q3 | $861K | Sell |
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|
2022
Q2 | $956K | Sell |
|
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.04M | Sell |
|
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|
2021
Q1 | $985K | Buy |
|
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|
2020
Q4 | $845K | Buy |
|
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|
2020
Q3 | $626K | Sell |
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|
2020
Q2 | $612K | Sell |
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|
2020
Q1 | $566K | Sell |
|
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|
2019
Q4 | $839K | Hold |
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|
2019
Q3 | $763K | Sell |
|
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|
2019
Q2 | $777K | Sell |
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|
2019
Q1 | $779K | Buy |
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|
2018
Q4 | $722K | Sell |
|
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|
2018
Q3 | $859K | Hold |
|
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|
2018
Q2 | $828K | Hold |
|
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|
2018
Q1 | $859K | Hold |
|
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|
2017
Q4 | $869K | Buy |
|
|||||
|
2017
Q3 | $803K | Sell |
|
|||||
|
2017
Q2 | $776K | Sell |
|
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|
2017
Q1 | $757K | Sell |
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|
2016
Q4 | $797K | Buy |
|
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|
2016
Q3 | $616K | Sell |
|
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|
2016
Q2 | $725K | Sell |
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|
2016
Q1 | $714K | Buy |
|
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|
2015
Q4 | $744K | Sell |
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|
2015
Q3 | $768K | Buy |
|
|||||
|
2015
Q2 | $821K | Hold |
|
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|
2015
Q1 | $812K | Hold |
|
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|
2014
Q4 | $833K | Buy |
|
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|
2014
Q3 | $748K | Sell |
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|
2014
Q2 | $738K | Sell |
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|
2014
Q1 | $786K | Buy |
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|
2013
Q4 | $760K | Buy |
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|
2013
Q3 | $679K | Buy |
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|
2013
Q2 | $653K | Buy |
|