Safeguard Financial’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
Q1 | $235K | Buy |
4,715
+16
| +0.3% | +$797 | 0.05% | 94 |
|
|
2024
Q4 | $227K | Buy |
4,699
+20
| +0.4% | +$966 | 0.05% | 106 |
|
|
2024
Q3 | $212K | Buy |
+4,679
| New | +$212K | 0.05% | 121 |
|
|
2023
Q3 | – | Sell |
-961
| Closed | -$32K | – | 569 |
|
|
2023
Q2 | $32K | Buy |
+961
| New | +$32K | 0.02% | 205 |
|
|
2022
Q2 | – | Sell |
-7,184
| Closed | -$275K | – | 55 |
|
|
2022
Q1 | $275K | Buy |
+7,184
| New | +$275K | 0.41% | 37 |
|