A detailed history of Retirement Income Solutions, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 9,686 shares of XLF stock, worth $498,538. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,686
Previous 6,059 59.86%
Holding current value
$498,538
Previous $274,000 70.8%
% of portfolio
0.1%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$44.89 - $51.34 $162,816 - $186,210
3,627 Added 59.86%
9,686 $468,000
Q3 2024

Nov 08, 2024

BUY
$40.84 - $45.74 $25,402 - $28,450
622 Added 11.44%
6,059 $274,000
Q4 2023

Feb 08, 2024

BUY
$31.45 - $37.72 $170,993 - $205,083
5,437 New
5,437 $204,000
Q4 2022

Feb 08, 2023

SELL
$30.29 - $36.31 $53,340 - $63,941
-1,761 Reduced 21.87%
6,292 $215,000
Q2 2022

Aug 16, 2022

SELL
$30.84 - $38.22 $115,279 - $142,866
-3,738 Reduced 31.7%
8,053 $253,000
Q4 2021

Feb 04, 2022

BUY
$37.54 - $40.62 $238,529 - $258,099
6,354 Added 116.87%
11,791 $460 Million
Q3 2021

Nov 04, 2021

BUY
$35.11 - $39.0 $190,893 - $212,043
5,437 New
5,437 $204 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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More about XLF
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