SYM Financial Corp’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 | $62K | Hold |
1,183
| – | – | 0.01% | 353 |
|
|
2025
Q1 | $58.9K | Sell |
1,183
-34
| -3% | -$1.69K | 0.01% | 307 |
|
|
2024
Q4 | $58.8K | Buy |
1,217
+34
| +3% | +$1.64K | 0.01% | 275 |
|
|
2024
Q3 | $53.6K | Hold |
1,183
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $48.6K | Hold |
1,183
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $49.8K | Hold |
1,183
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $44.5K | Hold |
1,183
| – | – | 0.01% | 142 |
|
|
2023
Q3 | $39.2K | Hold |
1,183
| – | – | 0.01% | 136 |
|
|
2023
Q2 | $39.9K | Hold |
1,183
| – | – | 0.01% | 86 |
|
|
2023
Q1 | $38K | Sell |
1,183
-519
| -30% | -$16.7K | 0.01% | 82 |
|
|
2022
Q4 | $58.2K | Hold |
1,702
| – | – | 0.01% | 77 |
|
|
2022
Q3 | $52K | Sell |
1,702
-519
| -23% | -$15.9K | 0.03% | 73 |
|
|
2022
Q2 | $70K | Buy |
2,221
+1,237
| +126% | +$39K | 0.03% | 71 |
|
|
2022
Q1 | $38K | Sell |
984
-188
| -16% | -$7.26K | 0.02% | 87 |
|
|
2021
Q4 | $46K | Buy |
1,172
+4
| +0.3% | +$157 | 0.02% | 80 |
|
|
2021
Q3 | $44K | Sell |
1,168
-219
| -16% | -$8.25K | 0.03% | 84 |
|
|
2021
Q2 | $51K | Buy |
1,387
+4
| +0.3% | +$147 | 0.03% | 65 |
|
|
2021
Q1 | $47K | Buy |
1,383
+918
| +197% | +$31.2K | 0.03% | 65 |
|
|
2020
Q4 | $14K | Sell |
465
-405
| -47% | -$12.2K | 0.01% | 68 |
|
|
2020
Q3 | $21K | Buy |
870
+405
| +87% | +$9.78K | 0.02% | 60 |
|
|
2020
Q2 | $11K | Buy |
+465
| New | +$11K | 0.01% | 57 |
|
|
2020
Q1 | – | Sell |
-1,917
| Closed | -$59K | – | 100 |
|
|
2019
Q4 | $59K | Buy |
1,917
+10
| +0.5% | +$308 | 0.04% | 64 |
|
|
2019
Q3 | $53K | Buy |
1,907
+9
| +0.5% | +$250 | 0.04% | 52 |
|
|
2019
Q2 | $52K | Buy |
1,898
+10
| +0.5% | +$274 | 0.03% | 54 |
|
|
2019
Q1 | $49K | Buy |
1,888
+10
| +0.5% | +$260 | 0.03% | 54 |
|
|
2018
Q4 | $45K | Sell |
1,878
-1,620
| -46% | -$38.8K | 0.02% | 58 |
|
|
2018
Q3 | $96K | Buy |
3,498
+1,300
| +59% | +$35.7K | 0.05% | 55 |
|
|
2018
Q2 | $58K | Buy |
2,198
+1,633
| +289% | +$43.1K | 0.03% | 46 |
|
|
2018
Q1 | $16K | Buy |
565
+2
| +0.4% | +$57 | 0.01% | 54 |
|
|
2017
Q4 | $16K | Buy |
+563
| New | +$16K | 0.01% | 66 |
|