Oliver Lagore Vanvalin Investment Group Financial Sector Spdr Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Financial Sector Spdr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,099 shares of XLF stock, worth $54,081. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,099

Previous 690 59.28%

Holding current value

$54,081

Previous $31,000 70.97%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 01, 2025	BUY	$44.89 - $51.34 $18,360 - $20,998	409 Added 59.28%	1,099 $53,000
Q3 2024 Nov 04, 2024	BUY	$40.84 - $45.74 $3,022 - $3,384	74 Added 12.01%	690 $31,000
Q2 2024 Aug 15, 2024	SELL	$39.59 - $42.49 $791 - $849	-20 Reduced 3.14%	616 $25,000
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $23,517 - $26,577	631 Added 12620.0%	636 $26,000
Q4 2023 Jan 31, 2024	SELL	$31.45 - $37.72 $94 - $113	-3 Reduced 37.5%	5 $0
Q3 2023 Nov 09, 2023	SELL	$33.17 - $35.6 $33 - $35	-1 Reduced 11.11%	8 $0
Q2 2023 Aug 08, 2023	SELL	$31.55 - $33.71 $5,458 - $5,831	-173 Reduced 95.05%	9 $0
Q1 2023 Jun 20, 2023	SELL	$30.98 - $37.0 $2.76 Million - $3.3 Million	-89,072 Reduced 99.8%	182 $5,000
Q4 2022 Mar 02, 2023	BUY	$30.29 - $36.31 $2.38 Million - $2.85 Million	78,480 Added 728.42%	89,254 $3.05 Million
Q3 2022 Nov 15, 2022	BUY	$30.36 - $35.81 $113,667 - $134,072	3,744 Added 53.26%	10,774 $327,000
Q2 2022 Aug 16, 2022	SELL	$30.84 - $38.22 $86,598 - $107,321	-2,808 Reduced 28.54%	7,030 $221,000
Q1 2022 Jun 17, 2022	SELL	$35.66 - $41.42 $2.93 Million - $3.4 Million	-82,042 Reduced 89.29%	9,838 $381,000
Q4 2021 Mar 23, 2022	BUY	$37.54 - $40.62 $3.45 Million - $3.73 Million	91,880 New	91,880 $3.59 Million

Others Institutions Holding XLF

# of Institutions

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Oliver Lagore Vanvalin Investment Group Financial Sector Spdr Transaction History