STAR Financial Bank’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 | – | Sell |
-2,233
| Closed | -$209K | – | 117 |
|
|
2025
Q1 | $209K | Sell |
2,233
-286
| -11% | -$26.7K | 0.15% | 101 |
|
|
2024
Q4 | $216K | Buy |
2,519
+125
| +5% | +$10.7K | 0.16% | 103 |
|
|
2024
Q3 | $210K | Sell |
2,394
-1,792
| -43% | -$157K | 0.14% | 116 |
|
|
2024
Q2 | $382K | Hold |
4,186
| – | – | 0.29% | 80 |
|
|
2024
Q1 | $395K | Hold |
4,186
| – | – | 0.34% | 73 |
|
|
2023
Q4 | $351K | Hold |
4,186
| – | – | 0.32% | 74 |
|
|
2023
Q3 | $378K | Sell |
4,186
-384
| -8% | -$34.7K | 0.39% | 60 |
|
|
2023
Q2 | $371K | Hold |
4,570
| – | – | 0.35% | 68 |
|
|
2023
Q1 | $379K | Hold |
4,570
| – | – | 0.37% | 65 |
|
|
2022
Q4 | $400K | Buy |
+4,570
| New | +$400K | 0.4% | 62 |
|