Johnson Financial Group Inc (Wisconsin)’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9K | Sell |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $26.2K | Hold |
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|
2023
Q1 | $27.1K | Sell |
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|
2022
Q4 | $85.6K | Buy |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $138K | Buy |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $45K | Sell |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $45K | Hold |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $63K | Sell |
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|
2019
Q4 | $163K | Buy |
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|
2019
Q3 | $69K | Sell |
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|
2019
Q2 | $91K | Sell |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $222K | Buy |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $318K | Buy |
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|
2016
Q3 | $46K | Sell |
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|
2016
Q2 | $73K | Sell |
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|
2016
Q1 | $172K | Sell |
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|
2015
Q4 | $597K | Buy |
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|
2015
Q3 | $50K | Buy |
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|
2015
Q2 | $31K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $76K | Hold |
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|
2013
Q4 | $70K | Buy |
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