SOA Wealth Advisors’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
Q3 | $963K | Sell |
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|
2025
Q2 | $972K | Sell |
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|
2025
Q1 | $951K | Buy |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $815K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $738K | Buy |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $606K | Buy |
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