Sound Income Strategies’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 | $125K | Sell |
2,381
-18,297
| -88% | -$958K | 0.01% | 352 |
|
|
2025
Q1 | $1.03M | Buy |
20,678
+4,916
| +31% | +$245K | 0.06% | 142 |
|
|
2024
Q4 | $762K | Sell |
15,762
-51
| -0.3% | -$2.47K | 0.05% | 153 |
|
|
2024
Q3 | $717K | Buy |
15,813
+1,495
| +10% | +$67.8K | 0.05% | 146 |
|
|
2024
Q2 | $589K | Buy |
14,318
+2,103
| +17% | +$86.5K | 0.04% | 149 |
|
|
2024
Q1 | $515K | Buy |
12,215
+11,663
| +2,113% | +$491K | 0.04% | 153 |
|
|
2023
Q4 | $20.8K | Buy |
552
+252
| +84% | +$9.48K | ﹤0.01% | 588 |
|
|
2023
Q3 | $9.95K | Hold |
300
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $10.1K | Sell |
300
-433
| -59% | -$14.6K | ﹤0.01% | 572 |
|
|
2023
Q1 | $23.6K | Buy |
733
+233
| +47% | +$7.49K | ﹤0.01% | 394 |
|
|
2022
Q4 | $17.1K | Sell |
500
-19
| -4% | -$650 | ﹤0.01% | 415 |
|
|
2022
Q3 | $16K | Buy |
519
+19
| +4% | +$586 | ﹤0.01% | 398 |
|
|
2022
Q2 | $16K | Buy |
500
+200
| +67% | +$6.4K | ﹤0.01% | 386 |
|
|
2022
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 454 |
|
|
2021
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $11K | Sell |
300
-1,329
| -82% | -$48.7K | ﹤0.01% | 467 |
|
|
2021
Q1 | $55.5K | Buy |
1,629
+6
| +0.4% | +$204 | 0.01% | 209 |
|
|
2020
Q4 | $48K | Buy |
1,623
+7
| +0.4% | +$207 | 0.01% | 212 |
|
|
2020
Q3 | $39K | Buy |
1,616
+7
| +0.4% | +$169 | 0.01% | 204 |
|
|
2020
Q2 | $37K | Sell |
1,609
-39
| -2% | -$897 | 0.01% | 193 |
|
|
2020
Q1 | $34K | Buy |
1,648
+10
| +0.6% | +$206 | 0.01% | 175 |
|
|
2019
Q4 | $50K | Buy |
1,638
+307
| +23% | +$9.37K | 0.01% | 131 |
|
|
2019
Q3 | $37K | Sell |
1,331
-431
| -24% | -$12K | 0.01% | 151 |
|
|
2019
Q2 | $49K | Buy |
1,762
+241
| +16% | +$6.7K | 0.02% | 128 |
|
|
2019
Q1 | $39K | Buy |
1,521
+7
| +0.5% | +$179 | 0.02% | 153 |
|
|
2018
Q4 | $36K | Hold |
1,514
| – | – | 0.02% | 161 |
|
|
2018
Q3 | $42K | Buy |
1,514
+47
| +3% | +$1.3K | 0.02% | 150 |
|
|
2018
Q2 | $39K | Sell |
1,467
-39
| -3% | -$1.04K | 0.02% | 139 |
|
|
2018
Q1 | $42K | Buy |
1,506
+1,301
| +635% | +$36.3K | 0.03% | 133 |
|
|
2017
Q4 | $6K | Buy |
+205
| New | +$6K | ﹤0.01% | 306 |
|