Jones Financial Companies’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 | $17.8M | Buy |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $9.45M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $862K | Sell |
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|
2020
Q1 | $976K | Buy |
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|
2019
Q4 | $459K | Sell |
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|
2019
Q3 | $536K | Buy |
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|
2019
Q2 | $570K | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $3.23M | Buy |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.8M | Sell |
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|
2017
Q4 | $2.36M | Sell |
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|
2017
Q3 | $2.28M | Buy |
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|
2017
Q2 | $1.61M | Sell |
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|
2017
Q1 | $1.79M | Sell |
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|
2016
Q4 | $2.17M | Sell |
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|
2016
Q3 | $2.1M | Sell |
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|
2016
Q2 | $2.12M | Sell |
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|
2016
Q1 | $2.11M | Sell |
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|
2015
Q4 | $5.11M | Sell |
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|
2015
Q3 | $5.32M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11.2M | Buy |
|