Sowell Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Buy |
18,759
+1,459
| +8% | +$169K | 0.08% | 277 |
|
|
2025
Q4 | $2.04M | Sell |
17,300
-656
| -4% | -$75.5K | 0.07% | 271 |
|
|
2025
Q3 | $2.13M | Buy |
17,956
+304
| +2% | +$33.8K | 0.08% | 258 |
|
|
2025
Q2 | $1.92M | Buy |
17,652
+288
| +2% | +$28.4K | 0.08% | 278 |
|
|
2025
Q1 | $1.67M | Buy |
17,364
+234
| +1% | +$23.4K | 0.08% | 277 |
|
|
2024
Q4 | $1.66M | Buy |
17,130
+2,445
| +17% | +$233K | 0.09% | 241 |
|
|
2024
Q3 | $1.33M | Sell |
14,685
-5,852
| -28% | -$505K | 0.06% | 300 |
|
|
2024
Q2 | $1.76M | Buy |
20,537
+452
| +2% | +$37.2K | 0.08% | 243 |
|
|
2024
Q1 | $1.64M | Buy |
20,085
+6,717
| +50% | +$523K | 0.08% | 266 |
|
|
2023
Q4 | $971K | Sell |
13,368
-15,243
| -53% | -$1.05M | 0.05% | 329 |
|
|
2023
Q3 | $1.88M | Buy |
28,611
+451
| +2% | +$30.1K | 0.12% | 195 |
|
|
2023
Q2 | $1.83M | Buy |
28,160
+244
| +0.9% | +$14.9K | 0.1% | 230 |
|
|
2023
Q1 | $1.62M | Buy |
27,916
+16,385
| +142% | +$890K | 0.12% | 195 |
|
|
2022
Q4 | $553K | Buy |
+11,531
| New | +$565K | 0.04% | 414 |
|
|
2021
Q2 | – | Sell |
-9,768
| Closed | -$759K | – | 2777 |
|
|
2021
Q1 | $759K | Buy |
9,768
+184
| +2% | +$13.1K | 0.03% | 495 |
|
|
2020
Q4 | $647K | Buy |
9,584
+1,352
| +16% | +$86K | 0.03% | 450 |
|
|
2020
Q3 | $489K | Sell |
8,232
-13,156
| -62% | -$779K | 0.02% | 473 |
|
|
2020
Q2 | $1.16M | Buy |
21,388
+6,079
| +40% | +$312K | 0.06% | 245 |
|
|
2020
Q1 | $677K | Buy |
15,309
+14,127
| +1,195% | +$731K | 0.05% | 320 |
|
|
2019
Q4 | $63K | Buy |
1,182
+216
| +22% | +$11.1K | ﹤0.01% | 1075 |
|
|
2019
Q3 | $48K | Buy |
+966
| New | +$48.4K | ﹤0.01% | 1011 |
|
|
2019
Q1 | – | Sell |
-7,926
| Closed | -$327K | – | 593 |
|
|
2018
Q4 | $327K | Buy |
+7,926
| New | +$355K | 0.05% | 367 |
|