West Oak Capital, LLC Financial Sector Spdr Transaction History

West Oak Capital, LLC

  • $235 Million
  • Q1 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 3,612 shares of XLF stock, worth $150,042. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,612
Previous 3,765 4.06%
Holding current value
$150,042
Previous $142,000 7.04%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-100 Reduced 2.66%
3,665 $140,000
Q2 2021

Jul 20, 2021
BUY
N/A
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
1,725
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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