Lodestone Wealth Management LLC Financial Sector Spdr Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 9,879 shares of XLF stock, worth $512,226. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,879
Previous 9,679 2.07%
Holding current value
$512,226
Previous $468 Million 5.19%
% of portfolio
0.26%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$47.32 - $52.19 $9,464 - $10,438
200 Added 2.07%
9,879 $492 Million
Q4 2024

Jan 30, 2025
SELL
$44.89 - $51.34 $14,319 - $16,377
-319 Reduced 3.19%
9,679 $468 Million
Q3 2024

Oct 29, 2024
SELL
$40.84 - $45.74 $5,921 - $6,632
-145 Reduced 1.43%
9,998 $453 Million
Q2 2024

Jul 16, 2024
SELL
$39.59 - $42.49 $7,324 - $7,860
-185 Reduced 1.79%
10,143 $417 Million
Q1 2024

Apr 30, 2024
SELL
$37.27 - $42.12 $4,360 - $4,928
-117 Reduced 1.12%
10,328 $435 Million
Q4 2023

Jan 24, 2024
SELL
$31.45 - $37.72 $125 - $150
-4 Reduced 0.04%
10,445 $393 Million
Q3 2023

Oct 20, 2023
SELL
$33.17 - $35.6 $32,042 - $34,389
-966 Reduced 8.46%
10,449 $347 Million
Q2 2023

Jul 25, 2023
BUY
$31.55 - $33.71 $16,721 - $17,866
530 Added 4.87%
11,415 $385 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $464 - $555
15 Added 0.14%
10,885 $350 Million
Q4 2022

Feb 09, 2023
BUY
$30.29 - $36.31 $329,252 - $394,689
10,870 New
10,870 $372 Million

Others Institutions Holding XLF

# of Institutions
2,119
Shares Held
989M
Call Options Held
181M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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