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Legacy Financial Group (Oklahoma)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$276K Sell
3,252
-64
-2% -$5.43K 0.08% 67
2025
Q1 		$310K Sell
3,316
-763
-19% -$71.3K 0.1% 63
2024
Q4 		$349K Buy
4,079
+669
+20% +$57.3K 0.11% 61
2024
Q3 		$302K Buy
+3,410
New +$302K 0.1% 62