Pinnacle Financial Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $519K | Buy |
6,357
+67
| +1% | +$5.47K | 0.01% | 322 |
|
2024
Q4 | $494K | Sell |
6,290
-49
| -0.8% | -$3.85K | 0.01% | 325 |
|
2024
Q3 | $526K | Sell |
6,339
-6,537
| -51% | -$543K | 0.01% | 321 |
|
2024
Q2 | $986K | Buy |
12,876
+64
| +0.5% | +$4.9K | 0.02% | 278 |
|
2024
Q1 | $978K | Sell |
12,812
-3,367
| -21% | -$257K | 0.02% | 273 |
|
2023
Q4 | $1.17M | Buy |
16,179
+9,254
| +134% | +$667K | 0.03% | 247 |
|
2023
Q3 | $477K | Buy |
6,925
+1,696
| +32% | +$117K | 0.01% | 304 |
|
2023
Q2 | $388K | Sell |
5,229
-762
| -13% | -$56.5K | 0.01% | 320 |
|
2023
Q1 | $448K | Sell |
5,991
-4,718
| -44% | -$352K | 0.01% | 302 |
|
2022
Q4 | $798K | Buy |
+10,709
| New | +$798K | 0.02% | 258 |
|
2021
Q3 | – | Sell |
-385
| Closed | -$27K | – | 501 |
|
2021
Q2 | $27K | Hold |
385
| – | – | ﹤0.01% | 426 |
|
2021
Q1 | $26K | Sell |
385
-36,448
| -99% | -$2.46M | ﹤0.01% | 385 |
|
2020
Q4 | $2.48M | Buy |
36,833
+36,448
| +9,467% | +$2.46M | 0.12% | 147 |
|
2020
Q3 | $25K | Hold |
385
| – | – | ﹤0.01% | 379 |
|
2020
Q2 | $23K | Buy |
385
+298
| +343% | +$17.8K | ﹤0.01% | 369 |
|
2020
Q1 | $5K | Sell |
87
-10,737
| -99% | -$617K | ﹤0.01% | 404 |
|
2019
Q4 | $682K | Buy |
+10,824
| New | +$682K | 0.04% | 238 |
|
2017
Q3 | – | Sell |
-511
| Closed | -$28K | – | 452 |
|
2017
Q2 | $28K | Buy |
+511
| New | +$28K | ﹤0.01% | 378 |
|
2016
Q4 | – | Sell |
-3,891
| Closed | -$217K | – | 287 |
|
2016
Q3 | $217K | Hold |
3,891
| – | – | 0.05% | 249 |
|
2016
Q2 | $217K | Buy |
+3,891
| New | +$217K | 0.05% | 239 |
|