Regal Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
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|
2025
Q1 | $3.78M | Buy |
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|
2024
Q4 | $3.53M | Buy |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $898K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $895K | Buy |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $650K | Sell |
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|
2018
Q2 | $774K | Sell |
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|
2018
Q1 | $815K | Sell |
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|
2017
Q4 | $962K | Sell |
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|
2017
Q3 | $968K | Sell |
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|
2017
Q2 | $968K | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $732K | Sell |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $1.06M | Sell |
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|
2015
Q4 | $1.39M | Sell |
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|
2015
Q3 | $1.82M | Sell |
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|
2015
Q2 | $2.06M | Sell |
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|
2015
Q1 | $2.15M | Sell |
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|
2014
Q4 | $2.29M | Sell |
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|
2014
Q3 | $2.22M | Buy |
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|
2014
Q2 | $1.91M | Sell |
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|
2014
Q1 | $2.72M | Buy |
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|
2013
Q4 | $85K | Sell |
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|
2013
Q3 | $1.11M | Buy |
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|
2013
Q2 | $127K | Buy |
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