Pinnacle Financial Group’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 | $338K | Sell |
6,447
-152
| -2% | -$7.96K | 0.11% | 74 |
|
|
2025
Q1 | $329K | Buy |
6,599
+4
| +0.1% | +$199 | 0.12% | 71 |
|
|
2024
Q4 | $319K | Buy |
6,595
+115
| +2% | +$5.56K | 0.12% | 68 |
|
|
2024
Q3 | $294K | Buy |
6,480
+665
| +11% | +$30.1K | 0.12% | 66 |
|
|
2024
Q2 | $239K | Sell |
5,815
-472
| -8% | -$19.4K | 0.1% | 64 |
|
|
2024
Q1 | $265K | Hold |
6,287
| – | – | 0.12% | 59 |
|
|
2023
Q4 | $236K | Sell |
6,287
-50
| -0.8% | -$1.88K | 0.12% | 60 |
|
|
2023
Q3 | $210K | Hold |
6,337
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $214K | Sell |
6,337
-1,107
| -15% | -$37.3K | 0.12% | 62 |
|
|
2023
Q1 | $239K | Buy |
7,444
+711
| +11% | +$22.9K | 0.14% | 60 |
|
|
2022
Q4 | $230K | Hold |
6,733
| – | – | 0.16% | 59 |
|
|
2022
Q3 | $204K | Hold |
6,733
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $212K | Sell |
6,733
-182
| -3% | -$5.73K | 0.18% | 57 |
|
|
2022
Q1 | $265K | Buy |
6,915
+182
| +3% | +$6.98K | 0.21% | 53 |
|
|
2021
Q4 | $263K | Buy |
+6,733
| New | +$263K | 0.2% | 56 |
|