Patton Albertson Miller Group’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 | $3.96M | Sell |
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|
2025
Q2 | $4.39M | Hold |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $3.83M | Buy |
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|
2024
Q2 | $3.45M | Hold |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $3.21M | Buy |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $3.22M | Sell |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $3.23M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.18M | Buy |
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