Founders Financial Securities’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 | $1.89M | Sell |
22,263
-10,416
| -32% | -$883K | 0.14% | 136 |
|
|
2025
Q1 | $2.71M | Buy |
32,679
+5,954
| +22% | +$494K | 0.23% | 92 |
|
|
2024
Q4 | $2.29M | Sell |
26,725
-23,431
| -47% | -$2.01M | 0.21% | 94 |
|
|
2024
Q3 | $4.4M | Sell |
50,156
-522
| -1% | -$45.8K | 0.41% | 56 |
|
|
2024
Q2 | $4.62M | Buy |
50,678
+7,930
| +19% | +$723K | 0.44% | 52 |
|
|
2024
Q1 | $4.04M | Buy |
42,748
+10,459
| +32% | +$987K | 0.42% | 54 |
|
|
2023
Q4 | $2.71M | Sell |
32,289
-12,506
| -28% | -$1.05M | 0.3% | 69 |
|
|
2023
Q3 | $4.05M | Buy |
44,795
+15,614
| +54% | +$1.41M | 0.52% | 52 |
|
|
2023
Q2 | $2.37M | Buy |
29,181
+3,046
| +12% | +$247K | 0.31% | 72 |
|
|
2023
Q1 | $2.16M | Sell |
26,135
-18,239
| -41% | -$1.51M | 0.31% | 74 |
|
|
2022
Q4 | $3.88M | Buy |
44,374
+6,592
| +17% | +$577K | 0.61% | 38 |
|
|
2022
Q3 | $2.72M | Buy |
37,782
+10,187
| +37% | +$734K | 0.48% | 45 |
|
|
2022
Q2 | $1.97M | Sell |
27,595
-7,117
| -21% | -$509K | 0.39% | 56 |
|
|
2022
Q1 | $2.65M | Buy |
34,712
+21,995
| +173% | +$1.68M | 0.47% | 51 |
|
|
2021
Q4 | $706K | Buy |
12,717
+1,835
| +17% | +$102K | 0.13% | 136 |
|
|
2021
Q3 | $567K | Buy |
10,882
+5,248
| +93% | +$273K | 0.11% | 152 |
|
|
2021
Q2 | $304K | Buy |
+5,634
| New | +$304K | 0.06% | 228 |
|
|
2017
Q2 | – | Sell |
-3,450
| Closed | -$241K | – | 111 |
|
|
2017
Q1 | $241K | Buy |
3,450
+760
| +28% | +$53.1K | 0.09% | 81 |
|
|
2016
Q4 | $203K | Buy |
+2,690
| New | +$203K | 0.08% | 75 |
|
|
2014
Q3 | – | Sell |
-20,430
| Closed | -$2.05M | – | 83 |
|
|
2014
Q2 | $2.05M | Buy |
+20,430
| New | +$2.05M | 1.37% | 21 |
|