Teamwork Financial Advisors’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 | $2.71M | Sell |
51,676
-22,787
| -31% | -$1.19M | 0.31% | 53 |
|
|
2025
Q1 | $3.71M | Sell |
74,463
-363,700
| -83% | -$18.1M | 0.49% | 35 |
|
|
2024
Q4 | $21.2M | Buy |
438,163
+51,883
| +13% | +$2.51M | 2.75% | 11 |
|
|
2024
Q3 | $17.5M | Buy |
386,280
+63,095
| +20% | +$2.86M | 2.43% | 13 |
|
|
2024
Q2 | $13.3M | Buy |
323,185
+302,494
| +1,462% | +$12.4M | 1.97% | 18 |
|
|
2024
Q1 | $871K | Buy |
20,691
+5,111
| +33% | +$215K | 0.13% | 81 |
|
|
2023
Q4 | $586K | Buy |
15,580
+1,977
| +15% | +$74.3K | 0.1% | 94 |
|
|
2023
Q3 | $451K | Buy |
13,603
+3,078
| +29% | +$102K | 0.07% | 138 |
|
|
2023
Q2 | $355K | Sell |
10,525
-588
| -5% | -$19.8K | 0.06% | 145 |
|
|
2023
Q1 | $357K | Sell |
11,113
-23,449
| -68% | -$754K | 0.07% | 141 |
|
|
2022
Q4 | $1.18M | Sell |
34,562
-9,049
| -21% | -$309K | 0.24% | 67 |
|
|
2022
Q3 | $1.32M | Sell |
43,611
-56,214
| -56% | -$1.71M | 0.29% | 55 |
|
|
2022
Q2 | $3.14M | Buy |
99,825
+75,317
| +307% | +$2.37M | 0.69% | 27 |
|
|
2022
Q1 | $939K | Sell |
24,508
-19,364
| -44% | -$742K | 0.18% | 104 |
|
|
2021
Q4 | $1.71M | Buy |
43,872
+22,125
| +102% | +$864K | 0.31% | 62 |
|
|
2021
Q3 | $816K | Buy |
+21,747
| New | +$816K | 0.16% | 112 |
|