Safeguard Financial’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
Q1
$235K Buy
2024
Q4
$227K Buy
2024
Q3
$212K Buy
2023
Q3
Sell
2023
Q2
$32K Buy
2022
Q2
Sell
2022
Q1
$275K Buy