A detailed history of Beaumont Financial Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 19,081 shares of XLF stock, worth $950,233. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,081
Previous 18,339 4.05%
Holding current value
$950,233
Previous $577,000 0.35%
% of portfolio
0.06%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$30.36 - $35.81 $22,527 - $26,571
742 Added 4.05%
19,081 $579,000
Q2 2022

Aug 04, 2022

SELL
$30.84 - $38.22 $2.62 Million - $3.25 Million
-84,954 Reduced 82.25%
18,339 $577,000
Q1 2022

May 09, 2022

BUY
$35.66 - $41.42 $2.16 Million - $2.51 Million
60,690 Added 142.45%
103,293 $3.96 Million
Q4 2021

Feb 07, 2022

SELL
$37.54 - $40.62 $185,710 - $200,947
-4,947 Reduced 10.4%
42,603 $1.66 Million
Q3 2021

Nov 12, 2021

BUY
$35.11 - $39.0 $61,863 - $68,718
1,762 Added 3.85%
47,550 $1.79 Million
Q2 2021

Aug 04, 2021

SELL
$34.47 - $38.47 $301,578 - $336,574
-8,749 Reduced 16.04%
45,788 $0
Q1 2021

May 04, 2021

SELL
$28.95 - $34.77 $109,981 - $132,091
-3,799 Reduced 6.51%
54,537 $1.86 Million
Q4 2020

Feb 08, 2021

BUY
$23.61 - $29.48 $144,068 - $179,886
6,102 Added 11.68%
58,336 $1.72 Million
Q3 2020

Nov 02, 2020

BUY
$22.68 - $25.49 $835,372 - $938,873
36,833 Added 239.16%
52,234 $1.26 Million
Q1 2020

May 08, 2020

SELL
$17.66 - $31.17 $1.43 Million - $2.53 Million
-81,021 Reduced 84.03%
15,401 $321,000
Q4 2019

Feb 06, 2020

SELL
$26.78 - $30.94 $244,474 - $282,451
-9,129 Reduced 8.65%
96,422 $2.97 Million
Q3 2019

Nov 06, 2019

SELL
$27.86 - $28.52 $88,093 - $90,180
-3,162 Reduced 2.91%
105,551 $0
Q2 2019

Aug 06, 2019

SELL
N/A
-16,518 Reduced 13.19%
108,713 $3 Million
Q1 2019

May 06, 2019

BUY
N/A
108,008 Added 627.11%
125,231 $3.22 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-156,805 Reduced 90.1%
17,223 $410,000
Q3 2018

Nov 02, 2018

SELL
N/A
-74,258 Reduced 29.91%
174,028 $4.8 Million
Q2 2018

Aug 06, 2018

SELL
N/A
-41,550 Reduced 14.34%
248,286 $6.6 Million
Q1 2018

May 11, 2018

BUY
N/A
131,950 Added 83.57%
289,836 $7.99 Million
Q4 2017

Feb 05, 2018

SELL
N/A
-27,312 Reduced 14.75%
157,886 $4.41 Million
Q3 2017

Oct 31, 2017

SELL
N/A
-9,214 Reduced 4.74%
185,198 $4.79 Million
Q2 2017

Aug 11, 2017

BUY
N/A
194,412
194,412 $4.8 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.