Pinnacle Family 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 | $1.35M | Sell |
25,983
-12,934
| -33% | -$674K | 0.66% | 33 |
|
|
2025
Q1 | $1.94M | Buy |
38,917
+10,114
| +35% | +$504K | 1.05% | 28 |
|
|
2024
Q4 | $1.39M | Buy |
28,803
+14,894
| +107% | +$720K | 0.67% | 37 |
|
|
2024
Q3 | $630K | Sell |
13,909
-7,765
| -36% | -$352K | 0.33% | 59 |
|
|
2024
Q2 | $891K | Buy |
21,674
+10,488
| +94% | +$431K | 0.49% | 38 |
|
|
2024
Q1 | $471K | Sell |
11,186
-14,973
| -57% | -$631K | 0.25% | 59 |
|
|
2023
Q4 | $984K | Buy |
26,159
+14,878
| +132% | +$559K | 0.58% | 34 |
|
|
2023
Q3 | $374K | Buy |
+11,281
| New | +$374K | 0.21% | 61 |
|