RIA
Regal 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 | $4.19M | Buy |
80,053
+4,165
| +5% | +$218K | 0.31% | 82 |
|
|
2025
Q1 | $3.78M | Buy |
75,888
+2,790
| +4% | +$139K | 0.31% | 86 |
|
|
2024
Q4 | $3.53M | Buy |
73,098
+22,223
| +44% | +$1.07M | 0.27% | 106 |
|
|
2024
Q3 | $2.31M | Buy |
50,875
+20,820
| +69% | +$944K | 0.16% | 157 |
|
|
2024
Q2 | $1.24M | Buy |
30,055
+9,906
| +49% | +$407K | 0.08% | 227 |
|
|
2024
Q1 | $849K | Buy |
20,149
+4,147
| +26% | +$175K | 0.06% | 266 |
|
|
2023
Q4 | $602K | Buy |
16,002
+4,706
| +42% | +$177K | 0.05% | 294 |
|
|
2023
Q3 | $375K | Sell |
11,296
-4,554
| -29% | -$151K | 0.03% | 344 |
|
|
2023
Q2 | $534K | Buy |
15,850
+1,364
| +9% | +$46K | 0.04% | 281 |
|
|
2023
Q1 | $466K | Sell |
14,486
-2,097
| -13% | -$67.4K | 0.04% | 291 |
|
|
2022
Q4 | $567K | Buy |
16,583
+4,301
| +35% | +$147K | 0.05% | 255 |
|
|
2022
Q3 | $373K | Sell |
12,282
-1,952
| -14% | -$59.3K | 0.04% | 317 |
|
|
2022
Q2 | $448K | Sell |
14,234
-9,198
| -39% | -$289K | 0.05% | 299 |
|
|
2022
Q1 | $898K | Sell |
23,432
-2,913
| -11% | -$112K | 0.08% | 229 |
|
|
2021
Q4 | $1.03M | Buy |
26,345
+2,510
| +11% | +$98K | 0.09% | 238 |
|
|
2021
Q3 | $895K | Buy |
23,835
+1,366
| +6% | +$51.3K | 0.09% | 249 |
|
|
2021
Q2 | $824K | Buy |
+22,469
| New | +$824K | 0.08% | 251 |
|
|
2021
Q1 | – | Sell |
-10,209
| Closed | -$301K | – | 443 |
|
|
2020
Q4 | $301K | Buy |
+10,209
| New | +$301K | 0.03% | 361 |
|
|
2020
Q3 | – | Sell |
-12,414
| Closed | -$287K | – | 309 |
|
|
2020
Q2 | $287K | Buy |
+12,414
| New | +$287K | 0.05% | 252 |
|
|
2020
Q1 | – | Sell |
-14,355
| Closed | -$442K | – | 315 |
|
|
2019
Q4 | $442K | Buy |
14,355
+2,201
| +18% | +$67.8K | 0.08% | 209 |
|
|
2019
Q3 | $340K | Buy |
12,154
+161
| +1% | +$4.5K | 0.07% | 231 |
|
|
2019
Q2 | $331K | Sell |
11,993
-1,991
| -14% | -$55K | 0.06% | 233 |
|
|
2019
Q1 | $360K | Sell |
13,984
-92
| -0.7% | -$2.37K | 0.07% | 219 |
|
|
2018
Q4 | $335K | Sell |
14,076
-9,492
| -40% | -$226K | 0.07% | 227 |
|
|
2018
Q3 | $650K | Sell |
23,568
-5,527
| -19% | -$152K | 0.14% | 164 |
|
|
2018
Q2 | $774K | Sell |
29,095
-469
| -2% | -$12.5K | 0.24% | 127 |
|
|
2018
Q1 | $815K | Sell |
29,564
-4,899
| -14% | -$135K | 0.18% | 141 |
|
|
2017
Q4 | $962K | Sell |
34,463
-2,951
| -8% | -$82.4K | 0.21% | 120 |
|
|
2017
Q3 | $968K | Sell |
37,414
-1,837
| -5% | -$47.5K | 0.23% | 122 |
|
|
2017
Q2 | $968K | Sell |
39,251
-4,799
| -11% | -$118K | 0.24% | 116 |
|
|
2017
Q1 | $1.05M | Buy |
44,050
+329
| +0.8% | +$7.81K | 0.27% | 107 |
|
|
2016
Q4 | $1.02M | Buy |
43,721
+5,793
| +15% | +$135K | 0.28% | 105 |
|
|
2016
Q3 | $732K | Sell |
37,928
-9,924
| -21% | -$192K | 0.21% | 124 |
|
|
2016
Q2 | $1.09M | Buy |
47,852
+555
| +1% | +$12.7K | 0.3% | 102 |
|
|
2016
Q1 | $1.06M | Sell |
47,297
-11,057
| -19% | -$249K | 0.29% | 99 |
|
|
2015
Q4 | $1.39M | Sell |
58,354
-22,159
| -28% | -$528K | 0.36% | 82 |
|
|
2015
Q3 | $1.82M | Sell |
80,513
-3,793
| -4% | -$85.9K | 0.47% | 76 |
|
|
2015
Q2 | $2.06M | Sell |
84,306
-4,792
| -5% | -$117K | 0.56% | 68 |
|
|
2015
Q1 | $2.15M | Sell |
89,098
-3,422
| -4% | -$82.5K | 0.53% | 69 |
|
|
2014
Q4 | $2.29M | Sell |
92,520
-3,369
| -4% | -$83.3K | 0.61% | 57 |
|
|
2014
Q3 | $2.22M | Buy |
95,889
+11,772
| +14% | +$273K | 0.67% | 53 |
|
|
2014
Q2 | $1.91M | Sell |
84,117
-37,772
| -31% | -$859K | 0.68% | 56 |
|
|
2014
Q1 | $2.72M | Buy |
121,889
+117,980
| +3,018% | +$2.64M | 1.15% | 11 |
|
|
2013
Q4 | $85K | Sell |
3,909
-52,001
| -93% | -$1.13M | 0.05% | 231 |
|
|
2013
Q3 | $1.11M | Buy |
55,910
+49,414
| +761% | +$984K | 0.65% | 55 |
|
|
2013
Q2 | $127K | Buy |
+6,496
| New | +$127K | 0.07% | 201 |
|