Woodmont Investment Counsel’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
Q2 | $876K | Buy |
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|
2025
Q1 | $801K | Hold |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $4.47M | Buy |
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|
2022
Q3 | $3.59M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $578K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $322K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $710K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $986K | Sell |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.46M | Sell |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $1.82M | Sell |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $2.22M | Buy |
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|
2017
Q2 | $265K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $12K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $15K | Buy |
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