Triumph Capital Management’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 | $701K | Sell |
8,267
-411
| -5% | -$34.9K | 0.21% | 117 |
|
|
2025
Q1 | $811K | Sell |
8,678
-3,033
| -26% | -$283K | 0.27% | 98 |
|
|
2024
Q4 | $1M | Sell |
11,711
-5,467
| -32% | -$468K | 0.34% | 64 |
|
|
2024
Q3 | $1.51M | Buy |
17,178
+13,518
| +369% | +$1.19M | 0.54% | 38 |
|
|
2024
Q2 | $334K | Sell |
3,660
-14,388
| -80% | -$1.31M | 0.13% | 164 |
|
|
2024
Q1 | $1.72M | Sell |
18,048
-4,668
| -21% | -$444K | 0.7% | 34 |
|
|
2023
Q4 | $1.9M | Buy |
+22,716
| New | +$1.9M | 0.81% | 29 |
|
|
2023
Q3 | – | Sell |
-26,944
| Closed | -$2.19M | – | 256 |
|
|
2023
Q2 | $2.19M | Buy |
26,944
+7,577
| +39% | +$615K | 0.99% | 24 |
|
|
2023
Q1 | $1.6M | Buy |
19,367
+10,134
| +110% | +$839K | 0.82% | 24 |
|
|
2022
Q4 | $808K | Sell |
9,233
-2,456
| -21% | -$215K | 0.43% | 49 |
|
|
2022
Q3 | $842K | Buy |
+11,689
| New | +$842K | 0.46% | 49 |
|
|
2021
Q4 | – | Sell |
-43,833
| Closed | -$2.28M | – | 234 |
|
|
2021
Q3 | $2.28M | Buy |
43,833
+1,129
| +3% | +$58.8K | 1.07% | 26 |
|
|
2021
Q2 | $2.17M | Buy |
+42,704
| New | +$2.17M | 1.27% | 17 |
|