Stonebridge Financial Group, LLC XLF Holdings History
Number of Shares
467.00
Current Holdings Value*
$23,260.00
% of Portfolio
0%
Total Estimate Gain
$822,783.30
% of Total Estimate Gain
3.64%
Stonebridge Financial Group, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 467.00 shares of Financial Select Sector SPDR(XLF), totaling $23,260.00. This investment constitutes 0% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.16 for 466,392.00 shares. Based on historical transaction data and XLF's current price of $52.54, Stonebridge Financial Group, LLC's estimated gain on his XLF holdings is $822,783.30, reflecting a 3.64% gain to date.
Stonebridge Financial Group, LLC XLF ($52.54) Holding Chart
Stonebridge Financial Group, LLC XLF ($52.54) 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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