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 %

Top Ranked Articles

  • 1