Regal Investment Advisors’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 | $2.7M | Buy |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $4.4M | Buy |
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|
2024
Q1 | $4.16M | Buy |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $807K | Sell |
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|
2021
Q2 | $919K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $340K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $341K | Sell |
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|
2018
Q2 | $436K | Sell |
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|
2018
Q1 | $670K | Buy |
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|
2017
Q4 | $584K | Buy |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $439K | Buy |
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|
2016
Q4 | $387K | Sell |
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|
2016
Q3 | $457K | Buy |
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|
2016
Q2 | $403K | Buy |
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|
2016
Q1 | $338K | Buy |
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|
2015
Q4 | $258K | Buy |
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|
2015
Q3 | $207K | Buy |
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|
2015
Q2 | $54K | Buy |
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|
2015
Q1 | $53K | Buy |
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|
2014
Q4 | $1K | Sell |
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|
2014
Q3 | $91K | Sell |
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|
2014
Q2 | $280K | Buy |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $20K | Buy |
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|
2013
Q3 | $7K | Sell |
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|
2013
Q2 | $8K | Buy |
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