Pinnacle Financial Partners’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
Q1 | $4.51M | Sell |
48,372
-3,754
| -7% | -$350K | 0.09% | 177 |
|
|
2024
Q4 | $4.47M | Buy |
52,126
+23,606
| +83% | +$2.02M | 0.09% | 176 |
|
|
2024
Q3 | $2.5M | Sell |
28,520
-3,206
| -10% | -$281K | 0.05% | 207 |
|
|
2024
Q2 | $2.89M | Sell |
31,726
-305
| -1% | -$27.8K | 0.06% | 195 |
|
|
2024
Q1 | $3.02M | Sell |
32,031
-890
| -3% | -$84K | 0.07% | 191 |
|
|
2023
Q4 | $2.76M | Buy |
32,921
+2,073
| +7% | +$174K | 0.07% | 186 |
|
|
2023
Q3 | $2.79M | Buy |
30,848
+51
| +0.2% | +$4.61K | 0.07% | 180 |
|
|
2023
Q2 | $2.5M | Sell |
30,797
-3,075
| -9% | -$250K | 0.06% | 184 |
|
|
2023
Q1 | $2.81M | Sell |
33,872
-3,538
| -9% | -$293K | 0.08% | 174 |
|
|
2022
Q4 | $3.27M | Buy |
37,410
+3,597
| +11% | +$315K | 0.09% | 164 |
|
|
2022
Q3 | $2.44M | Buy |
33,813
+1,979
| +6% | +$143K | 0.09% | 179 |
|
|
2022
Q2 | $2.28M | Sell |
31,834
-10,741
| -25% | -$768K | 0.08% | 179 |
|
|
2022
Q1 | $3.26M | Buy |
42,575
+12,907
| +44% | +$987K | 0.1% | 162 |
|
|
2021
Q4 | $1.65M | Buy |
29,668
+3,700
| +14% | +$205K | 0.05% | 204 |
|
|
2021
Q3 | $1.35M | Sell |
25,968
-388
| -1% | -$20.2K | 0.05% | 207 |
|
|
2021
Q2 | $1.42M | Sell |
26,356
-2,793
| -10% | -$150K | 0.06% | 188 |
|
|
2021
Q1 | $1.42M | Sell |
29,149
-66,827
| -70% | -$3.26M | 0.06% | 183 |
|
|
2020
Q4 | $3.63M | Buy |
95,976
+95,400
| +16,563% | +$3.61M | 0.18% | 126 |
|
|
2020
Q3 | $17K | Sell |
576
-1,000
| -63% | -$29.5K | ﹤0.01% | 388 |
|
|
2020
Q2 | $60K | Buy |
1,576
+576
| +58% | +$21.9K | ﹤0.01% | 337 |
|
|
2020
Q1 | $29K | Sell |
1,000
-11,361
| -92% | -$329K | ﹤0.01% | 355 |
|
|
2019
Q4 | $742K | Buy |
12,361
+8,776
| +245% | +$527K | 0.05% | 230 |
|
|
2019
Q3 | $212K | Sell |
3,585
-332
| -8% | -$19.6K | 0.02% | 333 |
|
|
2019
Q2 | $250K | Sell |
3,917
-937
| -19% | -$59.8K | 0.02% | 307 |
|
|
2019
Q1 | $321K | Buy |
4,854
+80
| +2% | +$5.29K | 0.03% | 269 |
|
|
2018
Q4 | $274K | Sell |
4,774
-3,574
| -43% | -$205K | 0.03% | 273 |
|
|
2018
Q3 | $632K | Buy |
8,348
+300
| +4% | +$22.7K | 0.05% | 220 |
|
|
2018
Q2 | $611K | Sell |
8,048
-157
| -2% | -$11.9K | 0.06% | 212 |
|
|
2018
Q1 | $553K | Sell |
8,205
-6,779
| -45% | -$457K | 0.06% | 209 |
|
|
2017
Q4 | $1.08M | Sell |
14,984
-417
| -3% | -$30.1K | 0.11% | 162 |
|
|
2017
Q3 | $1.06M | Sell |
15,401
-711
| -4% | -$48.7K | 0.14% | 142 |
|
|
2017
Q2 | $1.05M | Sell |
16,112
-385
| -2% | -$25K | 0.15% | 150 |
|
|
2017
Q1 | $1.15M | Sell |
16,497
-3,197
| -16% | -$223K | 0.23% | 121 |
|
|
2016
Q4 | $1.48M | Buy |
19,694
+2,641
| +15% | +$199K | 0.32% | 100 |
|
|
2016
Q3 | $1.18M | Hold |
17,053
| – | – | 0.27% | 112 |
|
|
2016
Q2 | $1.18M | Sell |
17,053
-2,305
| -12% | -$159K | 0.27% | 112 |
|
|
2016
Q1 | $1.2M | Sell |
19,358
-11,235
| -37% | -$695K | 0.31% | 98 |
|
|
2015
Q4 | $1.85M | Buy |
30,593
+22,478
| +277% | +$1.36M | 0.57% | 53 |
|
|
2015
Q3 | $497K | Sell |
8,115
-495
| -6% | -$30.3K | 0.16% | 141 |
|
|
2015
Q2 | $647K | Sell |
8,610
-125
| -1% | -$9.39K | 0.21% | 122 |
|
|
2015
Q1 | $677K | Buy |
8,735
+260
| +3% | +$20.2K | 0.23% | 112 |
|
|
2014
Q4 | $671K | Buy |
8,475
+6,126
| +261% | +$485K | 0.23% | 114 |
|
|
2014
Q3 | $213K | Sell |
2,349
-214
| -8% | -$19.4K | 0.08% | 178 |
|
|
2014
Q2 | $257K | Sell |
2,563
-4,030
| -61% | -$404K | 0.1% | 156 |
|
|
2014
Q1 | $587K | Sell |
6,593
-108
| -2% | -$9.62K | 0.26% | 101 |
|
|
2013
Q4 | $593K | Buy |
+6,701
| New | +$593K | 0.27% | 100 |
|