Financial Partners Group (Kansas)’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 | – | Sell |
-3,030
| Closed | -$283K | – | 214 |
|
|
2025
Q1 | $283K | Sell |
3,030
-36
| -1% | -$3.36K | 0.04% | 150 |
|
|
2024
Q4 | $263K | Sell |
3,066
-79
| -3% | -$6.77K | 0.04% | 155 |
|
|
2024
Q3 | $276K | Sell |
3,145
-50
| -2% | -$4.39K | 0.04% | 153 |
|
|
2024
Q2 | $291K | Sell |
3,195
-270
| -8% | -$24.6K | 0.05% | 141 |
|
|
2024
Q1 | $327K | Sell |
3,465
-1,531
| -31% | -$145K | 0.05% | 134 |
|
|
2023
Q4 | $419K | Sell |
4,996
-244
| -5% | -$20.5K | 0.08% | 104 |
|
|
2023
Q3 | $432K | Sell |
5,240
-442
| -8% | -$36.5K | 0.09% | 93 |
|
|
2023
Q2 | $494K | Buy |
5,682
+1,255
| +28% | +$109K | 0.1% | 90 |
|
|
2023
Q1 | $367K | Buy |
4,427
+96
| +2% | +$7.95K | 0.08% | 107 |
|
|
2022
Q4 | $390K | Buy |
4,331
+1,361
| +46% | +$122K | 0.09% | 106 |
|
|
2022
Q3 | $214K | Buy |
+2,970
| New | +$214K | 0.06% | 135 |
|