Lokken Investment Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Lokken Investment Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Buy
2025 Q2	$1.03M	Buy
2025 Q1	$1.07M	Buy
2023 Q1	–	Sell
2022 Q4	$2.03M	Sell
2022 Q3	$1.67M	Buy
2022 Q2	$1.55M	Buy