Pin Oak Investment Advisors’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 | $5K | Hold |
120
| – | – | ﹤0.01% | 386 |
|
|
2025
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $5K | Sell |
120
-30
| -20% | -$1.25K | ﹤0.01% | 396 |
|
|
2024
Q2 | $6K | Buy |
150
+30
| +25% | +$1.2K | 0.01% | 374 |
|
|
2024
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $5K | Hold |
120
| – | – | 0.01% | 395 |
|
|
2023
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $4K | Sell |
120
-455
| -79% | -$15.2K | ﹤0.01% | 399 |
|
|
2023
Q1 | $18K | Buy |
575
+455
| +379% | +$14.2K | 0.02% | 256 |
|
|
2022
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $4K | Hold |
120
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $5K | Hold |
120
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $5K | Hold |
120
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $5K | Hold |
120
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 357 |
|
|
2020
Q4 | – | Sell |
-1,774
| Closed | -$43K | – | 430 |
|
|
2020
Q3 | $43K | Buy |
+1,774
| New | +$43K | 0.04% | 174 |
|