Allegheny Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $367K | Sell |
|
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|
2024
Q3 | $448K | Buy |
|
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|
2024
Q2 | $440K | Buy |
|
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $200K | Sell |
|
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Buy |
|