Sowell Financial Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
10,508
-1,960
| -16% | -$426K | 0.09% | 224 |
|
|
2025
Q1 | $2.46M | Buy |
12,468
+597
| +5% | +$118K | 0.11% | 190 |
|
|
2024
Q4 | $2.66M | Buy |
+11,871
| New | +$2.66M | 0.14% | 159 |
|
|
2024
Q2 | – | Sell |
-12,395
| Closed | -$2.28M | – | 574 |
|
|
2024
Q1 | $2.28M | Sell |
12,395
-3,382
| -21% | -$622K | 0.11% | 203 |
|
|
2023
Q4 | $2.82M | Buy |
15,777
+3,317
| +27% | +$593K | 0.15% | 157 |
|
|
2023
Q3 | $2.01M | Sell |
12,460
-720
| -5% | -$116K | 0.13% | 184 |
|
|
2023
Q2 | $2.24M | Buy |
13,180
+432
| +3% | +$73.4K | 0.12% | 189 |
|
|
2023
Q1 | $1.91M | Sell |
12,748
-66
| -0.5% | -$9.87K | 0.15% | 164 |
|
|
2022
Q4 | $1.66M | Buy |
12,814
+260
| +2% | +$33.6K | 0.11% | 222 |
|
|
2022
Q3 | $1.79M | Buy |
+12,554
| New | +$1.79M | 0.18% | 152 |
|
|
2022
Q1 | – | Sell |
-33,487
| Closed | -$6.85M | – | 535 |
|
|
2021
Q4 | $6.85M | Buy |
+33,487
| New | +$6.85M | 0.39% | 54 |
|
|
2021
Q2 | – | Sell |
-17,473
| Closed | -$3.08M | – | 2781 |
|
|
2021
Q1 | $3.08M | Buy |
17,473
+2,697
| +18% | +$475K | 0.11% | 181 |
|
|
2020
Q4 | $2.38M | Sell |
14,776
-712
| -5% | -$114K | 0.1% | 181 |
|
|
2020
Q3 | $2.28M | Sell |
15,488
-5,742
| -27% | -$844K | 0.11% | 163 |
|
|
2020
Q2 | $2.71M | Buy |
21,230
+9,076
| +75% | +$1.16M | 0.15% | 131 |
|
|
2020
Q1 | $1.19M | Sell |
12,154
-6,305
| -34% | -$618K | 0.09% | 223 |
|
|
2019
Q4 | $2.32M | Sell |
18,459
-11,066
| -37% | -$1.39M | 0.18% | 121 |
|
|
2019
Q3 | $3.56M | Buy |
+29,525
| New | +$3.56M | 0.29% | 71 |
|
|
2019
Q1 | $1.82M | Buy |
16,008
+1,042
| +7% | +$119K | 0.2% | 113 |
|
|
2018
Q4 | $1.48M | Buy |
+14,966
| New | +$1.48M | 0.21% | 106 |
|
|
2018
Q3 | – | Sell |
-11,231
| Closed | -$1.26M | – | 463 |
|
|
2018
Q2 | $1.26M | Buy |
11,231
+1,343
| +14% | +$151K | 0.27% | 86 |
|
|
2018
Q1 | $1.02M | Buy |
9,888
+3,005
| +44% | +$310K | 0.25% | 93 |
|
|
2017
Q4 | $721K | Sell |
6,883
-43
| -0.6% | -$4.5K | 0.18% | 121 |
|
|
2017
Q3 | $637K | Buy |
6,926
+168
| +2% | +$15.5K | 0.17% | 117 |
|
|
2017
Q2 | $617K | Sell |
6,758
-2,520
| -27% | -$230K | 0.18% | 115 |
|
|
2017
Q1 | $832K | Sell |
9,278
-1,039
| -10% | -$93.2K | 0.25% | 92 |
|
|
2016
Q4 | $895K | Buy |
+10,317
| New | +$895K | 0.3% | 82 |
|