Sowa Financial Group’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
Q2 | – | Sell |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $994K | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $884K | Buy |
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|
2020
Q2 | $829K | Sell |
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|
2020
Q1 | $819K | Sell |
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|
2019
Q4 | $994K | Buy |
|