Triumph Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,912
| Closed | -$983K | – | 308 |
|
|
2024
Q2 | $983K | Sell |
23,912
-14,374
| -38% | -$591K | 0.38% | 64 |
|
|
2024
Q1 | $1.6M | Buy |
38,286
+32,742
| +591% | +$1.37M | 0.65% | 37 |
|
|
2023
Q4 | $208K | Sell |
5,544
-14,272
| -72% | -$537K | 0.09% | 200 |
|
|
2023
Q3 | $657K | Buy |
19,816
+463
| +2% | +$15.4K | 0.3% | 79 |
|
|
2023
Q2 | $652K | Buy |
+19,353
| New | +$652K | 0.3% | 75 |
|
|
2023
Q1 | – | Sell |
-8,062
| Closed | -$276K | – | 239 |
|
|
2022
Q4 | $276K | Sell |
8,062
-87,520
| -92% | -$2.99M | 0.15% | 153 |
|
|
2022
Q3 | $2.9M | Buy |
95,582
+589
| +0.6% | +$17.9K | 1.58% | 14 |
|
|
2022
Q2 | $2.99M | Sell |
94,993
-2,037
| -2% | -$64.1K | 1.58% | 12 |
|
|
2022
Q1 | $3.72M | Sell |
97,030
-2,009
| -2% | -$77K | 1.61% | 13 |
|
|
2021
Q4 | $3.87M | Sell |
99,039
-2,051
| -2% | -$80.1K | 1.67% | 10 |
|
|
2021
Q3 | $3.79M | Sell |
101,090
-6,218
| -6% | -$233K | 1.78% | 9 |
|
|
2021
Q2 | $3.92M | Buy |
+107,308
| New | +$3.92M | 2.29% | 6 |
|