Keystone Financial Group (Kentucky)’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
Q3 | $1.83M | Hold |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $271K | Buy |
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|
2018
Q4 | $221K | Buy |
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