Sovereign Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $619K | Buy |
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|
2024
Q4 | $471K | Buy |
|
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $290K | Buy |
|
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $513K | Buy |
|