Robertson Stephens Wealth Management’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 | $23.3M | Buy |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $15.5M | Buy |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $6M | Buy |
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|
2023
Q4 | $5.09M | Buy |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $4.95M | Sell |
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|
2023
Q1 | $4.79M | Buy |
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|
2022
Q4 | $4.8M | Buy |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $4.21M | Sell |
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $5.57M | Buy |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $4.07M | Buy |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $2.43M | Sell |
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|
2020
Q2 | $4.33M | Sell |
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|
2020
Q1 | $4.37M | Buy |
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|
2019
Q4 | $5.45M | Buy |
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|
2019
Q3 | $3.8M | Buy |
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|
2019
Q2 | $2.48M | Sell |
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|
2019
Q1 | $3.39M | Sell |
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|
2018
Q4 | $3.16M | Buy |
|