Lodestar Private Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$562K Sell
2025
Q1
$658K Sell
2024
Q4
$669K Buy
2024
Q3
$681K Sell
2024
Q2
$717K Buy
2024
Q1
$713K Buy
2023
Q4
$625K Sell
2023
Q3
$685K Buy
2023
Q2
$549K Sell
2023
Q1
$564K Buy
2022
Q4
$596K Buy