Lokken Investment Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,193
| Closed | -$847K | – | 149 |
|
|
2024
Q4 | $847K | Sell |
11,193
-1,191
| -10% | -$90.1K | 0.37% | 68 |
|
|
2024
Q3 | $1M | Buy |
12,384
+268
| +2% | +$21.6K | 0.42% | 63 |
|
|
2024
Q2 | $826K | Buy |
12,116
+1,016
| +9% | +$69.2K | 0.39% | 66 |
|
|
2024
Q1 | $729K | Buy |
11,100
+98
| +0.9% | +$6.43K | 0.36% | 67 |
|
|
2023
Q4 | $697K | Sell |
11,002
-351
| -3% | -$22.2K | 0.39% | 65 |
|
|
2023
Q3 | $669K | Buy |
11,353
+2,068
| +22% | +$122K | 0.44% | 52 |
|
|
2023
Q2 | $608K | Buy |
9,285
+1,059
| +13% | +$69.3K | 0.4% | 62 |
|
|
2023
Q1 | $557K | Sell |
8,226
-12,657
| -61% | -$857K | 0.42% | 56 |
|
|
2022
Q4 | $1.47M | Buy |
20,883
+880
| +4% | +$62K | 1.16% | 23 |
|
|
2022
Q3 | $1.31M | Buy |
20,003
+703
| +4% | +$46K | 1.13% | 24 |
|
|
2022
Q2 | $1.35M | Buy |
+19,300
| New | +$1.35M | 1.1% | 24 |
|