Resurgent Financial 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 | $232K | Sell |
4,426
-1,730
| -28% | -$90.6K | 0.13% | 171 |
|
|
2025
Q1 | $307K | Sell |
6,156
-661
| -10% | -$32.9K | 0.18% | 137 |
|
|
2024
Q4 | $329K | Buy |
6,817
+1,789
| +36% | +$86.5K | 0.19% | 133 |
|
|
2024
Q3 | $228K | Buy |
+5,028
| New | +$228K | 0.13% | 163 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$75.2K | – | 491 |
|
|
2023
Q4 | $75.2K | Sell |
2,000
-601
| -23% | -$22.6K | 0.05% | 276 |
|
|
2023
Q3 | $86.3K | Sell |
2,601
-4,120
| -61% | -$137K | 0.06% | 242 |
|
|
2023
Q2 | $227K | Sell |
6,721
-19,914
| -75% | -$671K | 0.15% | 124 |
|
|
2023
Q1 | $856K | Buy |
26,635
+3,349
| +14% | +$108K | 0.57% | 40 |
|
|
2022
Q4 | $796K | Sell |
23,286
-14,189
| -38% | -$485K | 0.42% | 52 |
|
|
2022
Q3 | $1.14M | Buy |
37,475
+2,455
| +7% | +$74.6K | 0.76% | 36 |
|
|
2022
Q2 | $1.1M | Buy |
35,020
+7,000
| +25% | +$220K | 0.71% | 36 |
|
|
2022
Q1 | $1.07M | Buy |
28,020
+2,270
| +9% | +$87K | 0.67% | 34 |
|
|
2021
Q4 | $1.01M | Buy |
+25,750
| New | +$1.01M | 0.8% | 33 |
|