Resurgent Financial Advisors’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
Q2 | $295K | Buy |
3,611
+14
| +0.4% | +$1.14K | 0.16% | 147 |
|
|
2025
Q1 | $284K | Sell |
3,597
-187
| -5% | -$14.7K | 0.17% | 143 |
|
|
2024
Q4 | $286K | Sell |
3,784
-839
| -18% | -$63.5K | 0.17% | 140 |
|
|
2024
Q3 | $373K | Sell |
4,623
-6,378
| -58% | -$515K | 0.22% | 132 |
|
|
2024
Q2 | $750K | Sell |
11,001
-24,331
| -69% | -$1.66M | 0.47% | 62 |
|
|
2024
Q1 | $2.32M | Buy |
35,332
+21,928
| +164% | +$1.44M | 1.24% | 18 |
|
|
2023
Q4 | $849K | Buy |
13,404
+7,594
| +131% | +$481K | 0.52% | 43 |
|
|
2023
Q3 | $342K | Buy |
5,810
+4,191
| +259% | +$247K | 0.23% | 99 |
|
|
2023
Q2 | $106K | Buy |
1,619
+77
| +5% | +$5.04K | 0.07% | 225 |
|
|
2023
Q1 | $104K | Buy |
1,542
+1,026
| +199% | +$69.5K | 0.07% | 225 |
|
|
2022
Q4 | $36.4K | Buy |
+516
| New | +$36.4K | 0.02% | 491 |
|
|
2022
Q3 | – | Sell |
-4,200
| Closed | -$295K | – | 206 |
|
|
2022
Q2 | $295K | Buy |
+4,200
| New | +$295K | 0.19% | 131 |
|