First Citizens Financial Corp’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
$497K Buy
5,858
+2,087
+55% +$177K 0.27% 84
2025
Q1
$352K Buy
3,771
+688
+22% +$64.3K 0.2% 90
2024
Q4
$264K Buy
3,083
+93
+3% +$7.97K 0.14% 101
2024
Q3
$263K Buy
2,990
+86
+3% +$7.55K 0.14% 100
2024
Q2
$265K Hold
2,904
0.16% 94
2024
Q1
$274K Buy
+2,904
New +$274K 0.16% 94