Joseph P. Lucia & Associates, LLC XLF Holdings History
Joseph P. Lucia & Associates, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 72,142.00 shares of Financial Select Sector SPDR(XLF), totaling $3.59 Mil. This investment constitutes 1.64% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q1. And since then Joseph P. Lucia & Associates, LLC has made 14 purchases of XLF, at an average price of $27.16, for a total of 631,483.00 shares. In addition, there have been 10 sales at an average price of $27.25 for 559,341.00 shares. Based on historical transaction data and XLF's current price of $53.03, Joseph P. Lucia & Associates, LLC's estimated gain on his XLF holdings is $1.92 Mil, reflecting a 11.18% gain to date.
Joseph P. Lucia & Associates, LLC XLF ($53.03) Holding Chart
Joseph P. Lucia & Associates, LLC XLF ($53.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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