Redwood Financial Network’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
$2.51M Sell
47,964
-405
-0.8% -$21.2K 1.7% 9
2025
Q1
$2.41M Sell
48,369
-945
-2% -$47.1K 1.83% 10
2024
Q4
$2.38M Sell
49,314
-1,027
-2% -$49.6K 1.78% 10
2024
Q3
$2.28M Buy
50,341
+313
+0.6% +$14.2K 1.79% 11
2024
Q2
$2.06M Buy
50,028
+3,349
+7% +$138K 1.73% 11
2024
Q1
$1.97M Buy
46,679
+4,266
+10% +$180K 1.71% 10
2023
Q4
$1.59M Buy
42,413
+3,878
+10% +$146K 1.55% 12
2023
Q3
$1.28M Buy
38,535
+1,306
+4% +$43.3K 1.35% 15
2023
Q2
$1.25M Buy
37,229
+3,962
+12% +$134K 1.18% 21
2023
Q1
$1.07M Sell
33,267
-163
-0.5% -$5.24K 1.09% 22
2022
Q4
$1.14M Buy
33,430
+2,046
+7% +$70K 1.3% 18
2022
Q3
$953K Buy
31,384
+428
+1% +$13K 1.09% 26
2022
Q2
$974K Sell
30,956
-1,988
-6% -$62.6K 1.06% 26
2022
Q1
$1.26M Buy
+32,944
New +$1.26M 1.17% 23