Shufro Rose & Co’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 | $279K | Hold |
5,600
| – | – | 0.02% | 241 |
|
2025
Q1 | $279K | Hold |
5,600
| – | – | 0.02% | 245 |
|
2024
Q4 | $271K | Hold |
5,600
| – | – | 0.02% | 235 |
|
2024
Q3 | $230K | Hold |
5,600
| – | – | 0.02% | 267 |
|
2024
Q2 | $230K | Hold |
5,600
| – | – | 0.02% | 267 |
|
2024
Q1 | $236K | Buy |
+5,600
| New | +$236K | 0.02% | 255 |
|