West Oak Capital’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 | $2.7K | Hold |
|
|||||
|
2025
Q2 | $2.63K | Hold |
|
|||||
|
2025
Q1 | $2.5K | Buy |
|
|||||
|
2024
Q4 | $2.4M | Buy |
|
|||||
|
2024
Q3 | $1.64K | Hold |
|
|||||
|
2024
Q2 | $148K | Hold |
|
|||||
|
2024
Q1 | $152K | Sell |
|
|||||
|
2023
Q4 | $142K | Hold |
|
|||||
|
2023
Q3 | $125K | Hold |
|
|||||
|
2023
Q2 | $127K | Hold |
|
|||||
|
2023
Q1 | $121K | Buy |
|
|||||
|
2022
Q4 | $125K | Hold |
|
|||||
|
2022
Q3 | $111K | Hold |
|
|||||
|
2022
Q2 | $115K | Hold |
|
|||||
|
2022
Q1 | $140K | Sell |
|
|||||
|
2021
Q4 | $147K | Hold |
|
|||||
|
2021
Q3 | $141K | Hold |
|
|||||
|
2021
Q2 | $138K | Buy |
|
|||||
|
2021
Q1 | $118K | Hold |
|
|||||
|
2020
Q4 | $102K | Hold |
|
|||||
|
2020
Q3 | $83K | Hold |
|
|||||
|
2020
Q2 | $80K | Hold |
|
|||||
|
2020
Q1 | $72K | Hold |
|
|||||
|
2019
Q4 | $107K | Hold |
|
|||||
|
2019
Q3 | $97K | Hold |
|
|||||
|
2019
Q2 | $96K | Hold |
|
|||||
|
2019
Q1 | $89K | Hold |
|
|||||
|
2018
Q4 | $82.5K | Hold |
|
|||||
|
2018
Q3 | $95.6K | Hold |
|
|||||
|
2018
Q2 | $92.1K | Buy |
|
|||||
|
2018
Q1 | $93.9K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $79.9K | Hold |
|
|||||
|
2017
Q2 | $76.2K | Buy |
|
|||||
|
2017
Q1 | $61.5K | Buy |
|
|||||
|
2016
Q4 | $52.7K | Hold |
|
|||||
|
2016
Q3 | $43.7K | Sell |
|
|||||
|
2016
Q2 | $51.8K | Hold |
|
|||||
|
2016
Q1 | $51K | Hold |
|
|||||
|
2015
Q4 | $54K | Hold |
|
|||||
|
2015
Q3 | $51.3K | Hold |
|
|||||
|
2015
Q2 | $55.2K | Hold |
|
|||||
|
2015
Q1 | $54.6K | Hold |
|
|||||
|
2014
Q4 | $56K | Hold |
|
|||||
|
2014
Q3 | $52.5K | Hold |
|
|||||
|
2014
Q2 | $51.5K | Buy |
|
|||||
|
2014
Q1 | $49.1K | Hold |
|
|||||
|
2013
Q4 | $48.1K | Hold |
|
|||||
|
2013
Q3 | $43.8K | Buy |
|
|||||
|
2013
Q2 | $27.2K | Buy |
|