Keystone Financial Group (Kentucky)’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
Q3 | $2.01M | Hold |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $4.77M | Buy |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $2.53M | Buy |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.16M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $816K | Sell |
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|
2020
Q3 | $894K | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $526K | Buy |
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|
2019
Q4 | $932K | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $247K | Buy |
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|
2018
Q1 | $203K | Buy |
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