Johnson Financial Group Inc (Wisconsin)’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
Q2 | $190K | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $181K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $188K | Hold |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $183K | Hold |
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|
2022
Q1 | $196K | Sell |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q3 | $66K | Buy |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $61K | Sell |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $712K | Buy |
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|
2019
Q1 | $471K | Sell |
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|
2018
Q4 | $926K | Buy |
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|
2018
Q3 | $516K | Sell |
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|
2018
Q2 | $532K | Buy |
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|
2018
Q1 | $402K | Buy |
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|
2017
Q4 | $395K | Buy |
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|
2017
Q3 | $112K | Sell |
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|
2017
Q2 | $512K | Buy |
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|
2017
Q1 | $107K | Sell |
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|
2016
Q4 | $394K | Sell |
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|
2016
Q3 | $437K | Sell |
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|
2016
Q2 | $619K | Sell |
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|
2016
Q1 | $1.26M | Sell |
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|
2015
Q4 | $2.44M | Buy |
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|
2015
Q3 | $2.34M | Buy |
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|
2015
Q2 | $200K | Sell |
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|
2015
Q1 | $391K | Sell |
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|
2014
Q4 | $1.57M | Buy |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $8K | Sell |
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|
2014
Q1 | $10K | Buy |
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