Kagan Cocozza Asset Management's ownership history for XLF

Kagan Cocozza Asset Management currently holds 12.2K shares with a market value of $655.7K. It started holding XLF on 2024-12-31. At its peak, it held 18.8K shares on 2024-12-31. Its highest holding value was $960.3K on 2025-06-30. At its lowest, it held 12.2K shares on 2025-09-30, with a value of $655.7K on 2025-09-30. In the recent 180 days, Kagan Cocozza Asset Management has decreased its shares by 6.2K.