West Oak Capital, LLC Financial Sector Spdr Transaction History

West Oak Capital, LLC

$2.83 Billion
Q4 2024

A detailed history of West Oak Capital, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, West Oak Capital, LLC holds 4,962 shares of XLF stock, worth $252,317. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,962

Previous 13,877 64.24%

Holding current value

$252,317

Previous $2.4 Million -0.0%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$44.89 - $51.34 $400,194 - $457,696	-8,915 Reduced 64.24%	4,962 $2.4 Million
Q4 2024 Jan 10, 2025	BUY	$44.89 - $51.34 $460,795 - $527,005	10,265 Added 284.19%	13,877 $2.4 Million
Q1 2024 Apr 18, 2024	SELL	$37.27 - $42.12 $5,702 - $6,444	-153 Reduced 4.06%	3,612 $152,000
Q1 2023 Apr 21, 2023	BUY	$30.98 - $37.0 $3,098 - $3,700	100 Added 2.73%	3,765 $121,000
Q1 2022 Apr 20, 2022	SELL	$35.66 - $41.42 $3,565 - $4,142	-100 Reduced 2.66%	3,665 $140,000
Q2 2021 Jul 20, 2021	BUY	$34.47 - $38.47 $10,341 - $11,541	300 Added 8.66%	3,765 $138,000
Q2 2018 Jul 06, 2018	BUY	N/A	60 Added 1.76%	3,465 $92.1 Million
Q1 2018 Apr 05, 2018	BUY	N/A	3,405 New	3,405 $93.9 Million
Q4 2017 Jan 05, 2018	SELL	N/A	-3,090 Closed	0 $0
Q3 2017 Oct 10, 2017	BUY	N/A	3,090	3,090 $79.9 Million

Others Institutions Holding XLF

# of Institutions

2,035

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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West Oak Capital, LLC Financial Sector Spdr Transaction History