Lazari Capital Management’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 | $989K | Buy |
11,662
+101
| +0.9% | +$8.57K | 0.37% | 45 |
|
|
2025
Q1 | $1.08M | Sell |
11,561
-351
| -3% | -$32.8K | 0.44% | 45 |
|
|
2024
Q4 | $1.02M | Buy |
11,912
+137
| +1% | +$11.7K | 0.41% | 38 |
|
|
2024
Q3 | $1.03M | Buy |
11,775
+1,406
| +14% | +$123K | 0.44% | 41 |
|
|
2024
Q2 | $945K | Hold |
10,369
| – | – | 0.43% | 42 |
|
|
2024
Q1 | $979K | Sell |
10,369
-52
| -0.5% | -$4.91K | 0.53% | 34 |
|
|
2023
Q4 | $874K | Sell |
10,421
-907
| -8% | -$76K | 0.5% | 35 |
|
|
2023
Q3 | $1.02M | Sell |
11,328
-347
| -3% | -$31.4K | 0.61% | 31 |
|
|
2023
Q2 | $948K | Buy |
+11,675
| New | +$948K | 0.53% | 36 |
|