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 |
|