Sonora Investment Management Group’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
Q2 | $238K | Buy |
2,805
+50
| +2% | +$4.24K | 0.02% | 245 |
|
|
2025
Q1 | $257K | Sell |
2,755
-251
| -8% | -$23.5K | 0.02% | 232 |
|
|
2024
Q4 | $258K | Buy |
3,006
+212
| +8% | +$18.2K | 0.02% | 234 |
|
|
2024
Q3 | $245K | Buy |
2,794
+362
| +15% | +$31.8K | 0.02% | 242 |
|
|
2024
Q2 | $230K | Hold |
2,432
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $230K | Sell |
2,432
-194
| -7% | -$18.3K | 0.02% | 249 |
|
|
2023
Q4 | $220K | Sell |
2,626
-59
| -2% | -$4.95K | 0.02% | 239 |
|
|
2023
Q3 | $243K | Sell |
2,685
-935
| -26% | -$84.5K | 0.02% | 217 |
|
|
2023
Q2 | $294K | Sell |
3,620
-1,118
| -24% | -$90.7K | 0.02% | 211 |
|
|
2023
Q1 | $392K | Buy |
4,738
+1,364
| +40% | +$113K | 0.03% | 178 |
|
|
2022
Q4 | $295K | Buy |
+3,374
| New | +$295K | 0.03% | 210 |
|