SFPG
Stonebridge Financial Planning Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
9,267
-428
| -4% | -$36.3K | 0.33% | 89 |
|
|
2025
Q1 | $906K | Buy |
9,695
+103
| +1% | +$9.63K | 0.41% | 74 |
|
|
2024
Q4 | $822K | Buy |
9,592
+89
| +0.9% | +$7.62K | 0.37% | 77 |
|
|
2024
Q3 | $834K | Sell |
9,503
-1,060
| -10% | -$93.1K | 0.4% | 71 |
|
|
2024
Q2 | $963K | Sell |
10,563
-596
| -5% | -$54.3K | 0.48% | 57 |
|
|
2024
Q1 | $1.05M | Sell |
11,159
-2,598
| -19% | -$245K | 0.56% | 51 |
|
|
2023
Q4 | $1.15M | Sell |
13,757
-9,395
| -41% | -$788K | 0.66% | 44 |
|
|
2023
Q3 | $2.09M | Sell |
23,152
-5,250
| -18% | -$475K | 1.34% | 20 |
|
|
2023
Q2 | $2.31M | Sell |
28,402
-3,880
| -12% | -$315K | 1.4% | 21 |
|
|
2023
Q1 | $2.67M | Buy |
32,282
+11,130
| +53% | +$922K | 1.73% | 15 |
|
|
2022
Q4 | $1.85M | Buy |
21,152
+16,643
| +369% | +$1.46M | 1.23% | 23 |
|
|
2022
Q3 | $325K | Buy |
+4,509
| New | +$325K | 0.23% | 93 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$20K | – | 369 |
|
|
2021
Q4 | $20K | Buy |
300
+200
| +200% | +$13.3K | 0.01% | 300 |
|
|
2021
Q3 | $6K | Buy |
100
+35
| +54% | +$2.1K | ﹤0.01% | 373 |
|
|
2021
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 399 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$6K | – | 412 |
|
|
2020
Q2 | $6K | Hold |
150
| – | – | 0.01% | 347 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | 0.01% | 366 |
|
|
2019
Q4 | $9K | Buy |
+150
| New | +$9K | 0.01% | 302 |
|