Sowell Financial Services’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 | $8.93M | Sell |
105,248
-151
| -0.1% | -$12.8K | 0.36% | 52 |
|
|
2025
Q1 | $9.85M | Sell |
105,399
-1,924
| -2% | -$180K | 0.45% | 43 |
|
|
2024
Q4 | $9.19M | Buy |
107,323
+7,812
| +8% | +$669K | 0.48% | 45 |
|
|
2024
Q3 | $8.74M | Sell |
99,511
-5,973
| -6% | -$524K | 0.41% | 56 |
|
|
2024
Q2 | $9.62M | Buy |
105,484
+4,010
| +4% | +$366K | 0.46% | 46 |
|
|
2024
Q1 | $9.58M | Sell |
101,474
-29,116
| -22% | -$2.75M | 0.45% | 46 |
|
|
2023
Q4 | $10.9M | Buy |
130,590
+23,560
| +22% | +$1.98M | 0.59% | 33 |
|
|
2023
Q3 | $9.67M | Buy |
107,030
+4,358
| +4% | +$394K | 0.61% | 30 |
|
|
2023
Q2 | $8.33M | Buy |
102,672
+22,674
| +28% | +$1.84M | 0.46% | 45 |
|
|
2023
Q1 | $6.63M | Sell |
79,998
-40,537
| -34% | -$3.36M | 0.51% | 35 |
|
|
2022
Q4 | $10.5M | Buy |
120,535
+31,429
| +35% | +$2.75M | 0.68% | 25 |
|
|
2022
Q3 | $6.42M | Buy |
+89,106
| New | +$6.42M | 0.65% | 27 |
|
|
2022
Q2 | – | Sell |
-251,840
| Closed | -$21.7M | – | 339 |
|
|
2022
Q1 | $21.7M | Buy |
251,840
+221,278
| +724% | +$19.1M | 3.79% | 5 |
|
|
2021
Q4 | $1.7M | Sell |
30,562
-720
| -2% | -$40K | 0.1% | 230 |
|
|
2021
Q3 | $1.63M | Buy |
31,282
+1,861
| +6% | +$96.9K | 0.11% | 210 |
|
|
2021
Q2 | $1.59M | Sell |
29,421
-5,560
| -16% | -$300K | 0.11% | 226 |
|
|
2021
Q1 | $1.84M | Buy |
34,981
+19,302
| +123% | +$1.02M | 0.06% | 264 |
|
|
2020
Q4 | $594K | Sell |
15,679
-1,189
| -7% | -$45K | 0.03% | 470 |
|
|
2020
Q3 | $505K | Sell |
16,868
-1,167
| -6% | -$34.9K | 0.03% | 466 |
|
|
2020
Q2 | $683K | Sell |
18,035
-3,867
| -18% | -$146K | 0.04% | 372 |
|
|
2020
Q1 | $636K | Buy |
21,902
+5,608
| +34% | +$163K | 0.05% | 334 |
|
|
2019
Q4 | $978K | Buy |
16,294
+3,880
| +31% | +$233K | 0.07% | 269 |
|
|
2019
Q3 | $735K | Buy |
+12,414
| New | +$735K | 0.06% | 313 |
|
|
2019
Q1 | $423K | Sell |
6,395
-2,050
| -24% | -$136K | 0.05% | 372 |
|
|
2018
Q4 | $484K | Buy |
+8,445
| New | +$484K | 0.07% | 279 |
|
|
2018
Q3 | – | Sell |
-5,912
| Closed | -$439K | – | 458 |
|
|
2018
Q2 | $439K | Buy |
5,912
+1,135
| +24% | +$84.3K | 0.09% | 183 |
|
|
2018
Q1 | $352K | Buy |
4,777
+47
| +1% | +$3.46K | 0.09% | 195 |
|
|
2017
Q4 | $362K | Sell |
4,730
-42
| -0.9% | -$3.21K | 0.09% | 191 |
|
|
2017
Q3 | $328K | Sell |
4,772
-1,716
| -26% | -$118K | 0.09% | 188 |
|
|
2017
Q2 | $422K | Sell |
6,488
-503
| -7% | -$32.7K | 0.12% | 155 |
|
|
2017
Q1 | $474K | Sell |
6,991
-17,369
| -71% | -$1.18M | 0.14% | 146 |
|
|
2016
Q4 | $1.79M | Buy |
+24,360
| New | +$1.79M | 0.6% | 47 |
|