Rollins 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
$1.4M Sell
26,711
-1,308
-5% -$68.5K 0.22% 56
2025
Q1
$1.4M Buy
28,019
+6,845
+32% +$341K 0.24% 52
2024
Q4
$1.02M Buy
21,174
+2,360
+13% +$114K 0.16% 59
2024
Q3
$853K Sell
18,814
-13,970
-43% -$633K 0.14% 59
2024
Q2
$1.35M Buy
32,784
+3,414
+12% +$140K 0.23% 47
2024
Q1
$1.24M Buy
+29,370
New +$1.24M 0.23% 45