Sowell Financial Services’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 | $5.16M | Sell |
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|
2025
Q2 | $8.93M | Sell |
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|
2025
Q1 | $9.85M | Sell |
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|
2024
Q4 | $9.19M | Buy |
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|
2024
Q3 | $8.74M | Sell |
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|
2024
Q2 | $9.62M | Buy |
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|
2024
Q1 | $9.58M | Sell |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.67M | Buy |
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|
2023
Q2 | $8.33M | Buy |
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|
2023
Q1 | $6.63M | Sell |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $21.7M | Buy |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $594K | Sell |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $683K | Sell |
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|
2020
Q1 | $636K | Buy |
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|
2019
Q4 | $978K | Buy |
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|
2019
Q3 | $735K | Buy |
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|
2019
Q1 | $423K | Sell |
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|
2018
Q4 | $484K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $352K | Buy |
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|
2017
Q4 | $362K | Sell |
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|
2017
Q3 | $328K | Sell |
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|
2017
Q2 | $422K | Sell |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $1.79M | Buy |
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