PCIA
Prime Capital Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.28M | Sell |
62,645
-15,692
| -20% | -$822K | 0.04% | 260 |
|
2025
Q1 | $3.9M | Buy |
78,337
+31,989
| +69% | +$1.59M | 0.05% | 261 |
|
2024
Q4 | $2.24M | Buy |
46,348
+18,611
| +67% | +$899K | 0.03% | 287 |
|
2024
Q3 | $1.26M | Sell |
27,737
-1,338
| -5% | -$60.6K | 0.02% | 394 |
|
2024
Q2 | $1.2M | Sell |
29,075
-8,119
| -22% | -$334K | 0.02% | 399 |
|
2024
Q1 | $1.57M | Sell |
37,194
-282,346
| -88% | -$11.9M | 0.02% | 386 |
|
2023
Q4 | $12M | Buy |
319,540
+28,841
| +10% | +$1.08M | 0.18% | 107 |
|
2023
Q3 | $9.64M | Buy |
290,699
+254,846
| +711% | +$8.45M | 0.2% | 100 |
|
2023
Q2 | $1.21M | Sell |
35,853
-59,888
| -63% | -$2.02M | 0.02% | 324 |
|
2023
Q1 | $3.08M | Sell |
95,741
-133,872
| -58% | -$4.3M | 0.13% | 132 |
|
2022
Q4 | $7.85M | Buy |
229,613
+30,387
| +15% | +$1.04M | 0.3% | 73 |
|
2022
Q3 | $6.05M | Buy |
199,226
+13,165
| +7% | +$400K | 0.35% | 58 |
|
2022
Q2 | $5.85M | Sell |
186,061
-275,198
| -60% | -$8.66M | 0.35% | 50 |
|
2022
Q1 | $18M | Sell |
461,259
-18,658
| -4% | -$729K | 1% | 15 |
|
2021
Q4 | $18.7M | Buy |
479,917
+137,205
| +40% | +$5.36M | 1% | 15 |
|
2021
Q3 | $12.9M | Sell |
342,712
-42,217
| -11% | -$1.58M | 0.8% | 19 |
|
2021
Q2 | $14.1M | Buy |
384,929
+72,153
| +23% | +$2.65M | 0.82% | 19 |
|
2021
Q1 | $10.7M | Sell |
312,776
-88,025
| -22% | -$3M | 0.77% | 19 |
|
2020
Q4 | $11.8M | Buy |
400,801
+232,349
| +138% | +$6.85M | 0.91% | 17 |
|
2020
Q3 | $4.06M | Sell |
168,452
-52,588
| -24% | -$1.27M | 0.34% | 52 |
|
2020
Q2 | $5.12M | Sell |
221,040
-8,453
| -4% | -$196K | 0.48% | 41 |
|
2020
Q1 | $4.78M | Buy |
229,493
+62,654
| +38% | +$1.3M | 0.57% | 30 |
|
2019
Q4 | $5.14M | Buy |
166,839
+1,150
| +0.7% | +$35.4K | 0.59% | 25 |
|
2019
Q3 | $4.64M | Buy |
165,689
+1,571
| +1% | +$44K | 0.72% | 35 |
|
2019
Q2 | $4.53M | Buy |
164,118
+164,085
| +497,227% | +$4.53M | 0.83% | 34 |
|
2019
Q1 | $1K | Sell |
33
-166,400
| -100% | -$5.04M | ﹤0.01% | 303 |
|
2018
Q4 | $3.96M | Buy |
166,433
+161,008
| +2,968% | +$3.83M | 1.44% | 20 |
|
2018
Q3 | $150K | Buy |
+5,425
| New | +$150K | 0.05% | 137 |
|