Lokken Investment Group’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 | $1.03M | Buy |
12,169
+707
| +6% | +$60K | 0.4% | 63 |
|
|
2025
Q1 | $1.07M | Buy |
+11,462
| New | +$1.07M | 0.45% | 60 |
|
|
2023
Q1 | – | Sell |
-23,179
| Closed | -$2.03M | – | 140 |
|
|
2022
Q4 | $2.03M | Sell |
23,179
-53
| -0.2% | -$4.64K | 1.6% | 19 |
|
|
2022
Q3 | $1.67M | Buy |
23,232
+1,516
| +7% | +$109K | 1.44% | 21 |
|
|
2022
Q2 | $1.55M | Buy |
+21,716
| New | +$1.55M | 1.26% | 21 |
|