Sowell Financial Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
14,547
+3,088
| +27% | +$252K | 0.05% | 367 |
|
|
2025
Q1 | $904K | Sell |
11,459
-561
| -5% | -$44.2K | 0.04% | 416 |
|
|
2024
Q4 | $910K | Sell |
12,020
-11,144
| -48% | -$843K | 0.05% | 326 |
|
|
2024
Q3 | $1.87M | Buy |
23,164
+9,266
| +67% | +$748K | 0.09% | 248 |
|
|
2024
Q2 | $947K | Sell |
13,898
-83
| -0.6% | -$5.66K | 0.05% | 337 |
|
|
2024
Q1 | $918K | Sell |
13,981
-11,028
| -44% | -$724K | 0.04% | 358 |
|
|
2023
Q4 | $1.58M | Buy |
25,009
+3,482
| +16% | +$221K | 0.09% | 256 |
|
|
2023
Q3 | $1.27M | Sell |
21,527
-1,019
| -5% | -$60.1K | 0.08% | 273 |
|
|
2023
Q2 | $1.48M | Buy |
22,546
+6,320
| +39% | +$413K | 0.08% | 277 |
|
|
2023
Q1 | $1.1M | Sell |
16,226
-17,547
| -52% | -$1.19M | 0.08% | 279 |
|
|
2022
Q4 | $2.38M | Buy |
33,773
+6,587
| +24% | +$464K | 0.15% | 160 |
|
|
2022
Q3 | $1.78M | Buy |
+27,186
| New | +$1.78M | 0.18% | 153 |
|
|
2021
Q2 | – | Sell |
-21,347
| Closed | -$1.41M | – | 2780 |
|
|
2021
Q1 | $1.41M | Buy |
21,347
+2,102
| +11% | +$138K | 0.05% | 321 |
|
|
2020
Q4 | $1.21M | Sell |
19,245
-1,260
| -6% | -$79K | 0.05% | 289 |
|
|
2020
Q3 | $1.22M | Buy |
20,505
+1,548
| +8% | +$92K | 0.06% | 257 |
|
|
2020
Q2 | $1.07M | Sell |
18,957
-48,549
| -72% | -$2.74M | 0.06% | 258 |
|
|
2020
Q1 | $2.2M | Buy |
67,506
+46,433
| +220% | +$1.51M | 0.16% | 141 |
|
|
2019
Q4 | $1.36M | Sell |
21,073
-920
| -4% | -$59.5K | 0.1% | 205 |
|
|
2019
Q3 | $1.42M | Buy |
+21,993
| New | +$1.42M | 0.12% | 180 |
|
|
2019
Q1 | $1.85M | Buy |
31,874
+13,588
| +74% | +$790K | 0.21% | 109 |
|
|
2018
Q4 | $968K | Buy |
+18,286
| New | +$968K | 0.14% | 167 |
|
|
2017
Q2 | – | Sell |
-4,563
| Closed | -$242K | – | 282 |
|
|
2017
Q1 | $242K | Buy |
4,563
+943
| +26% | +$50K | 0.07% | 217 |
|
|
2016
Q4 | $178K | Buy |
+3,620
| New | +$178K | 0.06% | 204 |
|