Lion Street Advisors’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 | $502K | Sell |
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|
2025
Q2 | $646K | Sell |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $461K | Hold |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $389K | Buy |
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