Rothschild Investment LLC’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 | $418K | Sell |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.92M | Sell |
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|
2020
Q1 | $1.76M | Sell |
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|
2019
Q4 | $2.73M | Sell |
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|
2019
Q3 | $2.66M | Sell |
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|
2019
Q2 | $2.63M | Sell |
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|
2019
Q1 | $2.58M | Sell |
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|
2018
Q4 | $2.54M | Sell |
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|
2018
Q3 | $3.22M | Sell |
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|
2018
Q2 | $3.17M | Sell |
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|
2018
Q1 | $3.34M | Sell |
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|
2017
Q4 | $3.55M | Sell |
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|
2017
Q3 | $3.48M | Sell |
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|
2017
Q2 | $3.38M | Sell |
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|
2017
Q1 | $3.37M | Sell |
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|
2016
Q4 | $3.36M | Sell |
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|
2016
Q3 | $2.81M | Sell |
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|
2016
Q2 | $3.28M | Sell |
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|
2016
Q1 | $5M | Buy |
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|
2015
Q4 | $2.5M | Buy |
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|
2015
Q3 | $2.37M | Sell |
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|
2015
Q2 | $2.56M | Buy |
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|
2015
Q1 | $2.53M | Sell |
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|
2014
Q4 | $2.6M | Buy |
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|
2014
Q3 | $2.43M | Sell |
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|
2014
Q2 | $2.38M | Buy |
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|
2014
Q1 | $2.3M | Buy |
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|
2013
Q4 | $2.23M | Buy |
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|
2013
Q3 | $2.02M | Hold |
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|
2013
Q2 | $1.98M | Buy |
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