Regal Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
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|
2025
Q1 | $4.49M | Sell |
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|
2024
Q4 | $5.34M | Sell |
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|
2024
Q3 | $5.89M | Buy |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $977K | Buy |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | $778K | Sell |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $947K | Buy |
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|
2021
Q2 | $900K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $646K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $422K | Buy |
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|
2016
Q2 | $374K | Sell |
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|
2016
Q1 | $499K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $99K | Buy |
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|
2015
Q2 | $71K | Sell |
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|
2015
Q1 | $116K | Buy |
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|
2014
Q4 | $73K | Sell |
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|
2014
Q3 | $83K | Sell |
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|
2014
Q2 | $147K | Buy |
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|
2014
Q1 | $76K | Buy |
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|
2013
Q4 | $29K | Sell |
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|
2013
Q3 | $48K | Sell |
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|
2013
Q2 | $58K | Buy |
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