Regent Peak Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Regent Peak Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy
2025 Q1	$216K	Hold
2024 Q4	$209K	Buy
2021 Q2	–	Sell
2021 Q1	$262K	Buy
2020 Q4	$162K	Buy