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