Financial Freedom LLC’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
77,306
-4,985
| -6% | -$423K | 3.53% | 6 |
|
|
2025
Q1 | $7.69M | Buy |
82,291
+2,015
| +3% | +$188K | 4.42% | 4 |
|
|
2024
Q4 | $6.88M | Buy |
80,276
+527
| +0.7% | +$45.1K | 3.63% | 6 |
|
|
2024
Q3 | $7M | Sell |
79,749
-2,496
| -3% | -$219K | 3.71% | 5 |
|
|
2024
Q2 | $7.5M | Sell |
82,245
-4,438
| -5% | -$405K | 4.26% | 4 |
|
|
2024
Q1 | $8.18M | Sell |
86,683
-377
| -0.4% | -$35.6K | 4.85% | 4 |
|
|
2023
Q4 | $7.3M | Sell |
87,060
-4,676
| -5% | -$392K | 4.64% | 4 |
|
|
2023
Q3 | $8.29M | Sell |
91,736
-1,175
| -1% | -$106K | 5.88% | 3 |
|
|
2023
Q2 | $7.54M | Buy |
92,911
+1,471
| +2% | +$119K | 5.29% | 4 |
|
|
2023
Q1 | $7.57M | Buy |
91,440
+3,249
| +4% | +$269K | 5.52% | 5 |
|
|
2022
Q4 | $7.71M | Buy |
+88,191
| New | +$7.71M | 5.18% | 4 |
|