Pinnacle Financial Partners’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $494K | Sell |
5,751
-901
| -14% | -$77.5K | 0.01% | 332 |
|
|
2024
Q4 | $560K | Sell |
6,652
-47
| -0.7% | -$3.96K | 0.01% | 317 |
|
|
2024
Q3 | $646K | Buy |
6,699
+540
| +9% | +$52K | 0.01% | 301 |
|
|
2024
Q2 | $544K | Sell |
6,159
-78
| -1% | -$6.89K | 0.01% | 315 |
|
|
2024
Q1 | $579K | Sell |
6,237
-1,177
| -16% | -$109K | 0.01% | 314 |
|
|
2023
Q4 | $634K | Sell |
7,414
-866
| -10% | -$74.1K | 0.02% | 294 |
|
|
2023
Q3 | $650K | Buy |
8,280
+472
| +6% | +$37.1K | 0.02% | 278 |
|
|
2023
Q2 | $647K | Sell |
7,808
-1,097
| -12% | -$90.9K | 0.02% | 276 |
|
|
2023
Q1 | $718K | Buy |
8,905
+20
| +0.2% | +$1.61K | 0.02% | 271 |
|
|
2022
Q4 | $690K | Buy |
8,885
+4,717
| +113% | +$366K | 0.02% | 268 |
|
|
2022
Q3 | $283K | Sell |
4,168
-222
| -5% | -$15.1K | 0.01% | 318 |
|
|
2022
Q2 | $323K | Buy |
4,390
+858
| +24% | +$63.1K | 0.01% | 305 |
|
|
2022
Q1 | $311K | Sell |
3,532
-134
| -4% | -$11.8K | 0.01% | 316 |
|
|
2021
Q4 | $332K | Sell |
3,666
-12
| -0.3% | -$1.09K | 0.01% | 333 |
|
|
2021
Q3 | $291K | Sell |
3,678
-65
| -2% | -$5.14K | 0.01% | 324 |
|
|
2021
Q2 | $308K | Sell |
3,743
-49
| -1% | -$4.03K | 0.01% | 308 |
|
|
2021
Q1 | $299K | Hold |
3,792
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $275K | Sell |
3,792
-107
| -3% | -$7.76K | 0.01% | 310 |
|
|
2020
Q3 | $248K | Buy |
3,899
+72
| +2% | +$4.58K | 0.01% | 309 |
|
|
2020
Q2 | $216K | Buy |
+3,827
| New | +$216K | 0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-4,377
| Closed | -$269K | – | 485 |
|
|
2019
Q4 | $269K | Hold |
4,377
| – | – | 0.02% | 320 |
|
|
2019
Q3 | $255K | Hold |
4,377
| – | – | 0.02% | 304 |
|
|
2019
Q2 | $256K | Sell |
4,377
-300
| -6% | -$17.5K | 0.02% | 300 |
|
|
2019
Q1 | $260K | Sell |
4,677
-425
| -8% | -$23.6K | 0.02% | 297 |
|
|
2018
Q4 | $258K | Sell |
5,102
-154
| -3% | -$7.79K | 0.02% | 281 |
|
|
2018
Q3 | $304K | Sell |
5,256
-200
| -4% | -$11.6K | 0.03% | 277 |
|
|
2018
Q2 | $317K | Sell |
5,456
-241
| -4% | -$14K | 0.03% | 256 |
|
|
2018
Q1 | $324K | Sell |
5,697
-1,956
| -26% | -$111K | 0.03% | 252 |
|
|
2017
Q4 | $463K | Buy |
7,653
+1,205
| +19% | +$72.9K | 0.05% | 213 |
|
|
2017
Q3 | $366K | Hold |
6,448
| – | – | 0.05% | 212 |
|
|
2017
Q2 | $347K | Buy |
+6,448
| New | +$347K | 0.05% | 225 |
|
|
2015
Q4 | – | Sell |
-6,399
| Closed | -$256K | – | 263 |
|
|
2015
Q3 | $256K | Sell |
6,399
-624
| -9% | -$25K | 0.08% | 188 |
|
|
2015
Q2 | $340K | Hold |
7,023
| – | – | 0.11% | 164 |
|
|
2015
Q1 | $343K | Buy |
7,023
+54
| +0.8% | +$2.64K | 0.11% | 163 |
|
|
2014
Q4 | $339K | Buy |
+6,969
| New | +$339K | 0.12% | 160 |
|