Sandbox Financial Partners’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 | $2.8M | Buy |
53,466
+467
| +0.9% | +$24.5K | 0.88% | 26 |
|
2025
Q1 | $2.64M | Buy |
52,999
+593
| +1% | +$29.5K | 0.93% | 27 |
|
2024
Q4 | $2.53M | Buy |
52,406
+4,524
| +9% | +$219K | 0.84% | 28 |
|
2024
Q3 | $2.17M | Buy |
47,882
+1,064
| +2% | +$48.2K | 0.77% | 27 |
|
2024
Q2 | $1.92M | Buy |
46,818
+3,472
| +8% | +$143K | 0.74% | 28 |
|
2024
Q1 | $1.83M | Buy |
+43,346
| New | +$1.83M | 0.77% | 26 |
|
2021
Q3 | – | Sell |
-6,814
| Closed | -$250K | – | 115 |
|
2021
Q2 | $250K | Buy |
+6,814
| New | +$250K | 0.19% | 73 |
|