L.M. Kohn & Company Financial Sector Spdr Transaction History

L.M. Kohn & Company

$373 Million
Q1 2025

A detailed history of L.M. Kohn & Company transactions in Financial Sector Spdr stock. As of the latest transaction made, L.M. Kohn & Company holds 12,898 shares of XLF stock, worth $681,014. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,898

Previous 24,118 46.52%

Holding current value

$681,014

Previous $1.17 Million 44.89%

% of portfolio

0.17%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$47.32 - $52.19 $530,930 - $585,571	-11,220 Reduced 46.52%	12,898 $642,000
Q4 2024 Jan 30, 2025	BUY	$44.89 - $51.34 $433,547 - $495,841	9,658 Added 66.79%	24,118 $1.17 Million
Q3 2024 Nov 14, 2024	SELL	$40.84 - $45.74 $898 - $1,006	-22 Reduced 0.15%	14,460 $655,000
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $12,985 - $13,936	328 Added 2.32%	14,482 $595,000
Q1 2024 Apr 25, 2024	SELL	$37.27 - $42.12 $24,225 - $27,378	-650 Reduced 4.39%	14,154 $596,000
Q1 2023 May 08, 2023	SELL	$30.98 - $37.0 $24,784 - $29,600	-800 Reduced 5.13%	14,804 $475,000
Q3 2022 Oct 19, 2022	SELL	$30.36 - $35.81 $39,225 - $46,266	-1,292 Reduced 7.65%	15,604 $474,000
Q2 2022 Aug 05, 2022	BUY	$30.84 - $38.22 $19,398 - $24,040	629 Added 3.87%	16,896 $532,000
Q1 2022 May 25, 2022	BUY	$35.66 - $41.42 $580,081 - $673,779	16,267 New	16,267 $624,000

Others Institutions Holding XLF

# of Institutions

2,114

Shares Held

1.01B

Call Options Held

180M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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