Sonora Investment Management Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
3,000
-139
| -4% | -$35.2K | 0.06% | 144 |
|
|
2025
Q1 | $648K | Sell |
3,139
-541
| -15% | -$112K | 0.05% | 148 |
|
|
2024
Q4 | $856K | Buy |
3,680
+331
| +10% | +$77K | 0.07% | 137 |
|
|
2024
Q3 | $756K | Sell |
3,349
-1,177
| -26% | -$266K | 0.06% | 147 |
|
|
2024
Q2 | $943K | Hold |
4,526
| – | – | 0.07% | 139 |
|
|
2024
Q1 | $943K | Buy |
4,526
+1,271
| +39% | +$265K | 0.07% | 139 |
|
|
2023
Q4 | $627K | Buy |
3,255
+382
| +13% | +$73.5K | 0.05% | 151 |
|
|
2023
Q3 | $471K | Buy |
2,873
+306
| +12% | +$50.2K | 0.04% | 164 |
|
|
2023
Q2 | $446K | Buy |
2,567
+46
| +2% | +$8K | 0.04% | 167 |
|
|
2023
Q1 | $381K | Sell |
2,521
-277
| -10% | -$41.8K | 0.03% | 182 |
|
|
2022
Q4 | $348K | Buy |
+2,798
| New | +$348K | 0.03% | 192 |
|