Roman Butler Fullerton & Co’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 | $1.07M | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $916K | Sell |
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|
2024
Q2 | $840K | Buy |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $307K | Buy |
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