Ranch Capital 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 | $1.23M | Buy |
23,517
+1,408
| +6% | +$73.7K | 0.53% | 54 |
|
|
2025
Q1 | $1.1M | Sell |
22,109
-539
| -2% | -$26.8K | 0.52% | 57 |
|
|
2024
Q4 | $1.09M | Buy |
22,648
+330
| +1% | +$15.9K | 0.52% | 58 |
|
|
2024
Q3 | $1.01M | Sell |
22,318
-19,490
| -47% | -$883K | 0.48% | 64 |
|
|
2024
Q2 | $1.72M | Buy |
41,808
+78
| +0.2% | +$3.21K | 0.9% | 31 |
|
|
2024
Q1 | $1.76M | Sell |
41,730
-277
| -0.7% | -$11.7K | 0.95% | 31 |
|
|
2023
Q4 | $1.58M | Buy |
42,007
+673
| +2% | +$25.3K | 0.98% | 31 |
|
|
2023
Q3 | $1.37M | Buy |
41,334
+359
| +0.9% | +$11.9K | 0.96% | 30 |
|
|
2023
Q2 | $1.38M | Sell |
40,975
-91
| -0.2% | -$3.07K | 0.97% | 30 |
|
|
2023
Q1 | $1.32M | Buy |
41,066
+4,793
| +13% | +$154K | 0.97% | 28 |
|
|
2022
Q4 | $1.24M | Buy |
36,273
+26,385
| +267% | +$902K | 0.97% | 32 |
|
|
2022
Q3 | $300K | Buy |
9,888
+11
| +0.1% | +$334 | 0.25% | 111 |
|
|
2022
Q2 | $311K | Sell |
9,877
-3,963
| -29% | -$125K | 0.24% | 111 |
|
|
2022
Q1 | $530K | Buy |
13,840
+1,167
| +9% | +$44.7K | 0.35% | 88 |
|
|
2021
Q4 | $495K | Buy |
12,673
+297
| +2% | +$11.6K | 0.32% | 93 |
|
|
2021
Q3 | $464K | Buy |
12,376
+11,376
| +1,138% | +$427K | 0.29% | 97 |
|
|
2021
Q2 | $36K | Hold |
1,000
| – | – | 0.02% | 369 |
|
|
2021
Q1 | $34K | Hold |
1,000
| – | – | 0.02% | 359 |
|
|
2020
Q4 | $29K | Hold |
1,000
| – | – | 0.02% | 382 |
|
|
2020
Q3 | $24K | Sell |
1,000
-500
| -33% | -$12K | 0.02% | 413 |
|
|
2020
Q2 | $37K | Sell |
1,500
-500
| -25% | -$12.3K | 0.03% | 356 |
|
|
2020
Q1 | $41K | Sell |
2,000
-600
| -23% | -$12.3K | 0.04% | 309 |
|
|
2019
Q4 | $80K | Buy |
+2,600
| New | +$80K | 0.06% | 249 |
|