Larson Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
9,555
+3,377
| +55% | +$286K | 0.03% | 331 |
|
|
2025
Q1 | $577K | Sell |
6,178
-133
| -2% | -$12.4K | 0.03% | 360 |
|
|
2024
Q4 | $541K | Sell |
6,311
-83
| -1% | -$7.11K | 0.03% | 334 |
|
|
2024
Q3 | $561K | Buy |
6,394
+1,187
| +23% | +$104K | 0.03% | 311 |
|
|
2024
Q2 | $475K | Buy |
5,207
+4,441
| +580% | +$405K | 0.03% | 279 |
|
|
2024
Q1 | $72.3K | Sell |
766
-306
| -29% | -$28.9K | 0.01% | 604 |
|
|
2023
Q4 | $89.9K | Buy |
1,072
+58
| +6% | +$4.86K | 0.01% | 508 |
|
|
2023
Q3 | $91.6K | Sell |
1,014
-171
| -14% | -$15.5K | 0.01% | 466 |
|
|
2023
Q2 | $96.2K | Sell |
1,185
-1,043
| -47% | -$84.6K | 0.01% | 433 |
|
|
2023
Q1 | $185K | Buy |
2,228
+489
| +28% | +$40.5K | 0.02% | 319 |
|
|
2022
Q4 | $152K | Sell |
1,739
-647
| -27% | -$56.6K | 0.02% | 338 |
|
|
2022
Q3 | $172K | Buy |
2,386
+745
| +45% | +$53.7K | 0.02% | 291 |
|
|
2022
Q2 | $117K | Buy |
1,641
+975
| +146% | +$69.5K | 0.02% | 244 |
|
|
2022
Q1 | $51K | Sell |
666
-213
| -24% | -$16.3K | 0.01% | 375 |
|
|
2021
Q4 | $49K | Buy |
879
+26
| +3% | +$1.45K | 0.01% | 386 |
|
|
2021
Q3 | $44K | Hold |
853
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $46K | Buy |
853
+227
| +36% | +$12.2K | 0.01% | 295 |
|
|
2021
Q1 | $31K | Hold |
626
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $24K | Buy |
626
+303
| +94% | +$11.6K | 0.01% | 340 |
|
|
2020
Q3 | $10K | Sell |
323
-1,267
| -80% | -$39.2K | ﹤0.01% | 440 |
|
|
2020
Q2 | $60K | Buy |
1,590
+1,568
| +7,127% | +$59.2K | 0.03% | 174 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 516 |
|
|
2019
Q4 | $1K | Sell |
22
-262
| -92% | -$11.9K | ﹤0.01% | 556 |
|
|
2019
Q3 | $17K | Buy |
284
+211
| +289% | +$12.6K | 0.01% | 242 |
|
|
2019
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 323 |
|
|
2019
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 303 |
|
|
2018
Q4 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 307 |
|