A detailed history of Golden State Equity Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Golden State Equity Partners holds 2,713 shares of XLF stock, worth $132,258. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,713
Previous 5,168 47.5%
Holding current value
$132,258
Previous $234,000 47.86%
% of portfolio
0.07%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$40.84 - $45.74 $100,262 - $112,291
-2,455 Reduced 47.5%
2,713 $122,000
Q3 2024

Oct 25, 2024

SELL
$40.84 - $45.74 $90,174 - $100,993
-2,208 Reduced 29.93%
5,168 $234,000
Q2 2024

Jul 29, 2024

BUY
$39.59 - $42.49 $4,117 - $4,418
104 Added 1.43%
7,376 $303,000
Q4 2023

Feb 02, 2024

SELL
$31.45 - $37.72 $24,468 - $29,346
-778 Reduced 9.66%
7,272 $273,000
Q3 2023

Oct 20, 2023

SELL
$33.17 - $35.6 $22,456 - $24,101
-677 Reduced 7.76%
8,050 $267,000
Q2 2023

Jul 19, 2023

BUY
$31.55 - $33.71 $2,366 - $2,528
75 Added 0.87%
8,727 $294,000
Q1 2023

Jun 01, 2023

SELL
$30.98 - $37.0 $239,258 - $285,751
-7,723 Reduced 47.16%
8,652 $278 Million
Q1 2022

May 18, 2022

SELL
$35.66 - $41.42 $248,799 - $288,987
-6,977 Reduced 29.88%
16,375 $627,000
Q1 2022

May 16, 2022

BUY
$35.66 - $41.42 $168,243 - $195,419
4,718 Added 25.32%
23,352 $795,000
Q4 2021

Feb 11, 2022

BUY
$37.54 - $40.62 $2,815 - $3,046
75 Added 0.4%
18,634 $728,000
Q3 2021

Nov 15, 2021

BUY
$35.11 - $39.0 $651,606 - $723,801
18,559 New
18,559 $697,000
Q2 2021

Aug 12, 2021

SELL
$34.47 - $38.47 $804,943 - $898,351
-23,352 Closed
0 $0
Q1 2021

May 13, 2021

SELL
$28.95 - $34.77 $54,773 - $65,784
-1,892 Reduced 7.49%
23,352 $795,000
Q4 2020

Feb 08, 2021

BUY
$23.61 - $29.48 $596,010 - $744,193
25,244 New
25,244 $744,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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