Sequoia Financial 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
Q3 | $5.01M | Sell |
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|
2025
Q2 | $5.29M | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $748K | Buy |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $717K | Sell |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $670K | Buy |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $562K | Sell |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $537K | Buy |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $591K | Buy |
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|
2019
Q3 | $566K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $1.44M | Sell |
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|
2017
Q1 | $1.47M | Buy |
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|
2016
Q4 | $1.3M | Buy |
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|
2016
Q3 | $653K | Hold |
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|
2016
Q2 | $699K | Sell |
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|
2016
Q1 | $947K | Sell |
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|
2015
Q4 | $932K | Sell |
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|
2015
Q3 | $943K | Sell |
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|
2015
Q2 | $1.21M | Sell |
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|
2015
Q1 | $1.3M | Sell |
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|
2014
Q4 | $1.45M | Sell |
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|
2014
Q3 | $2.31M | Sell |
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|
2014
Q2 | $2.65M | Sell |
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|
2014
Q1 | $4.18M | Sell |
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|
2013
Q4 | $5.3M | Buy |
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