Sonata Capital Group’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
Q2 | $335K | Sell |
|
|||||
|
2025
Q1 | $322K | Hold |
|
|||||
|
2024
Q4 | $312K | Hold |
|
|||||
|
2024
Q3 | $293K | Buy |
|
|||||
|
2024
Q2 | $263K | Hold |
|
|||||
|
2024
Q1 | $270K | Hold |
|
|||||
|
2023
Q4 | $241K | Hold |
|
|||||
|
2023
Q3 | $212K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $212K | Sell |
|
|||||
|
2022
Q3 | $220K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $262K | Buy |
|
|||||
|
2021
Q4 | $232K | Hold |
|
|||||
|
2021
Q3 | $223K | Buy |
|