Sonora Investment Management Group’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 | $439K | Sell |
8,374
-215
| -3% | -$11.3K | 0.03% | 179 |
|
|
2025
Q1 | $428K | Buy |
8,589
+713
| +9% | +$35.5K | 0.03% | 178 |
|
|
2024
Q4 | $381K | Buy |
7,876
+470
| +6% | +$22.7K | 0.03% | 192 |
|
|
2024
Q3 | $336K | Sell |
7,406
-2,147
| -22% | -$97.3K | 0.02% | 209 |
|
|
2024
Q2 | $402K | Hold |
9,553
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $402K | Buy |
9,553
+2,734
| +40% | +$115K | 0.03% | 192 |
|
|
2023
Q4 | $256K | Hold |
6,819
| – | – | 0.02% | 225 |
|
|
2023
Q3 | $226K | Sell |
6,819
-5
| -0.1% | -$166 | 0.02% | 227 |
|
|
2023
Q2 | $230K | Buy |
6,824
+230
| +3% | +$7.75K | 0.02% | 232 |
|
|
2023
Q1 | $212K | Sell |
6,594
-1,096
| -14% | -$35.2K | 0.02% | 242 |
|
|
2022
Q4 | $263K | Buy |
7,690
+646
| +9% | +$22.1K | 0.02% | 221 |
|
|
2022
Q3 | $222K | Hold |
7,044
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $222K | Buy |
7,044
+250
| +4% | +$7.88K | 0.02% | 215 |
|
|
2022
Q1 | $260K | Sell |
6,794
-600
| -8% | -$23K | 0.03% | 177 |
|
|
2021
Q4 | $289K | Buy |
+7,394
| New | +$289K | 0.03% | 175 |
|