Sowell Financial Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
24,521
+466
| +2% | +$37.7K | 0.08% | 269 |
|
|
2025
Q1 | $1.96M | Buy |
24,055
+53
| +0.2% | +$4.33K | 0.09% | 244 |
|
|
2024
Q4 | $1.89M | Buy |
24,002
+4,545
| +23% | +$357K | 0.1% | 219 |
|
|
2024
Q3 | $1.62M | Sell |
19,457
-386
| -2% | -$32K | 0.08% | 271 |
|
|
2024
Q2 | $1.52M | Sell |
19,843
-1,051
| -5% | -$80.5K | 0.07% | 270 |
|
|
2024
Q1 | $1.6M | Sell |
20,894
-11,318
| -35% | -$864K | 0.08% | 270 |
|
|
2023
Q4 | $2.32M | Buy |
32,212
+10,330
| +47% | +$744K | 0.13% | 182 |
|
|
2023
Q3 | $1.51M | Sell |
21,882
-11,382
| -34% | -$783K | 0.09% | 242 |
|
|
2023
Q2 | $2.47M | Buy |
33,264
+13,312
| +67% | +$987K | 0.14% | 175 |
|
|
2023
Q1 | $1.49M | Sell |
19,952
-32,219
| -62% | -$2.41M | 0.12% | 214 |
|
|
2022
Q4 | $3.89M | Buy |
52,171
+30,042
| +136% | +$2.24M | 0.25% | 105 |
|
|
2022
Q3 | $1.48M | Buy |
+22,129
| New | +$1.48M | 0.15% | 178 |
|
|
2022
Q1 | – | Sell |
-14,678
| Closed | -$1.13M | – | 533 |
|
|
2021
Q4 | $1.13M | Buy |
14,678
+1,003
| +7% | +$77.4K | 0.06% | 309 |
|
|
2021
Q3 | $941K | Sell |
13,675
-469
| -3% | -$32.3K | 0.06% | 302 |
|
|
2021
Q2 | $990K | Sell |
14,144
-19,647
| -58% | -$1.38M | 0.07% | 304 |
|
|
2021
Q1 | $2.39M | Buy |
33,791
+6,805
| +25% | +$481K | 0.08% | 213 |
|
|
2020
Q4 | $1.82M | Sell |
26,986
-4,773
| -15% | -$322K | 0.08% | 222 |
|
|
2020
Q3 | $2.04M | Buy |
31,759
+7,639
| +32% | +$490K | 0.1% | 178 |
|
|
2020
Q2 | $1.41M | Sell |
24,120
-3,774
| -14% | -$221K | 0.08% | 217 |
|
|
2020
Q1 | $1.52M | Buy |
27,894
+2,333
| +9% | +$127K | 0.11% | 188 |
|
|
2019
Q4 | $1.61M | Buy |
25,561
+2,689
| +12% | +$169K | 0.12% | 184 |
|
|
2019
Q3 | $1.41M | Buy |
+22,872
| New | +$1.41M | 0.12% | 181 |
|
|
2019
Q1 | $1.31M | Sell |
23,389
-11,239
| -32% | -$630K | 0.15% | 158 |
|
|
2018
Q4 | $1.76M | Buy |
+34,628
| New | +$1.76M | 0.25% | 85 |
|
|
2018
Q3 | – | Sell |
-5,793
| Closed | -$308K | – | 461 |
|
|
2018
Q2 | $308K | Sell |
5,793
-293
| -5% | -$15.6K | 0.07% | 222 |
|
|
2018
Q1 | $298K | Sell |
6,086
-199
| -3% | -$9.74K | 0.07% | 215 |
|
|
2017
Q4 | $361K | Buy |
6,285
+4
| +0.1% | +$230 | 0.09% | 192 |
|
|
2017
Q3 | $335K | Sell |
6,281
-259
| -4% | -$13.8K | 0.09% | 184 |
|
|
2017
Q2 | $361K | Sell |
6,540
-4,306
| -40% | -$238K | 0.1% | 168 |
|
|
2017
Q1 | $607K | Sell |
10,846
-270
| -2% | -$15.1K | 0.18% | 127 |
|
|
2016
Q4 | $602K | Buy |
+11,116
| New | +$602K | 0.2% | 106 |
|