Sowell Financial Services’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 | $6.34M | Sell |
120,996
-8,830
| -7% | -$462K | 0.26% | 80 |
|
|
2025
Q1 | $6.47M | Buy |
129,826
+14,692
| +13% | +$732K | 0.29% | 69 |
|
|
2024
Q4 | $5.56M | Buy |
115,134
+2,783
| +2% | +$135K | 0.29% | 79 |
|
|
2024
Q3 | $5.09M | Buy |
112,351
+6,621
| +6% | +$300K | 0.24% | 105 |
|
|
2024
Q2 | $4.35M | Buy |
105,730
+15,601
| +17% | +$641K | 0.21% | 121 |
|
|
2024
Q1 | $3.8M | Sell |
90,129
-15,842
| -15% | -$667K | 0.18% | 136 |
|
|
2023
Q4 | $3.99M | Buy |
105,971
+39,264
| +59% | +$1.48M | 0.22% | 119 |
|
|
2023
Q3 | $2.21M | Buy |
66,707
+1,458
| +2% | +$48.4K | 0.14% | 165 |
|
|
2023
Q2 | $2.2M | Buy |
65,249
+10,193
| +19% | +$344K | 0.12% | 192 |
|
|
2023
Q1 | $1.77M | Sell |
55,056
-32,940
| -37% | -$1.06M | 0.14% | 179 |
|
|
2022
Q4 | $3.01M | Buy |
87,996
+10,179
| +13% | +$348K | 0.19% | 135 |
|
|
2022
Q3 | $2.36M | Buy |
+77,817
| New | +$2.36M | 0.24% | 115 |
|
|
2022
Q1 | – | Sell |
-65,994
| Closed | -$2.58M | – | 530 |
|
|
2021
Q4 | $2.58M | Buy |
65,994
+25,708
| +64% | +$1M | 0.15% | 159 |
|
|
2021
Q3 | $1.51M | Sell |
40,286
-1,917
| -5% | -$71.9K | 0.1% | 225 |
|
|
2021
Q2 | $1.55M | Sell |
42,203
-37,328
| -47% | -$1.37M | 0.1% | 229 |
|
|
2021
Q1 | $2.99M | Buy |
79,531
+7,128
| +10% | +$268K | 0.1% | 183 |
|
|
2020
Q4 | $2.13M | Sell |
72,403
-15,033
| -17% | -$443K | 0.09% | 195 |
|
|
2020
Q3 | $2.11M | Buy |
87,436
+27,512
| +46% | +$662K | 0.11% | 176 |
|
|
2020
Q2 | $1.39M | Sell |
59,924
-8,612
| -13% | -$199K | 0.08% | 220 |
|
|
2020
Q1 | $1.43M | Sell |
68,536
-39,491
| -37% | -$822K | 0.11% | 198 |
|
|
2019
Q4 | $3.33M | Buy |
108,027
+33,180
| +44% | +$1.02M | 0.25% | 83 |
|
|
2019
Q3 | $2.1M | Buy |
+74,847
| New | +$2.1M | 0.17% | 121 |
|
|
2019
Q1 | $1.91M | Sell |
74,180
-8,979
| -11% | -$231K | 0.21% | 101 |
|
|
2018
Q4 | $1.98M | Buy |
+83,159
| New | +$1.98M | 0.28% | 79 |
|
|
2018
Q3 | – | Sell |
-25,103
| Closed | -$695K | – | 459 |
|
|
2018
Q2 | $695K | Sell |
25,103
-49,833
| -67% | -$1.38M | 0.15% | 134 |
|
|
2018
Q1 | $2.04M | Sell |
74,936
-30,811
| -29% | -$837K | 0.51% | 54 |
|
|
2017
Q4 | $3.1M | Sell |
105,747
-31,475
| -23% | -$923K | 0.76% | 40 |
|
|
2017
Q3 | $3.66M | Buy |
137,222
+24,365
| +22% | +$649K | 0.95% | 29 |
|
|
2017
Q2 | $2.85M | Sell |
112,857
-10,642
| -9% | -$269K | 0.81% | 34 |
|
|
2017
Q1 | $2.91M | Sell |
123,499
-101,477
| -45% | -$2.39M | 0.86% | 35 |
|
|
2016
Q4 | $5.52M | Buy |
+224,976
| New | +$5.52M | 1.85% | 10 |
|