Southland Equity Partners’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
$487K Sell
2025
Q2
$526K Sell
2025
Q1
$538K Buy
2024
Q4
$500K Sell
2024
Q3
$476K Buy
2024
Q2
$295K Hold
2024
Q1
$302K Buy
2023
Q4
$265K Buy
2023
Q3
$220K Hold
2023
Q2
$223K Hold
2023
Q1
$213K Sell
2022
Q4
$235K Sell
2022
Q3
$213K Sell
2022
Q2
$233K Hold
2022
Q1
$284K Sell
2021
Q4
$296K Hold
2021
Q3
$285K Hold
2021
Q2
$278K Hold
2021
Q1
$258K Buy
2020
Q4
$221K Buy