Zullo Investment Group’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 | $2.55M | Sell |
30,013
-715
| -2% | -$60.6K | 1.03% | 19 |
|
|
2025
Q1 | $2.87M | Buy |
30,728
+244
| +0.8% | +$22.8K | 1.23% | 14 |
|
|
2024
Q4 | $2.61M | Sell |
30,484
-146
| -0.5% | -$12.5K | 1.05% | 17 |
|
|
2024
Q3 | $2.69M | Sell |
30,630
-253
| -0.8% | -$22.2K | 1.12% | 18 |
|
|
2024
Q2 | $2.82M | Buy |
30,883
+883
| +3% | +$80.5K | 1.24% | 12 |
|
|
2024
Q1 | $2.83M | Buy |
30,000
+1,183
| +4% | +$112K | 1.33% | 12 |
|
|
2023
Q4 | $2.42M | Buy |
28,817
+613
| +2% | +$51.4K | 1.24% | 16 |
|
|
2023
Q3 | $2.55M | Buy |
28,204
+1,790
| +7% | +$162K | 1.49% | 12 |
|
|
2023
Q2 | $2.14M | Buy |
26,414
+406
| +2% | +$33K | 1.22% | 19 |
|
|
2023
Q1 | $2.15M | Sell |
26,008
-1,264
| -5% | -$105K | 1.34% | 16 |
|
|
2022
Q4 | $2.39M | Buy |
27,272
+1,009
| +4% | +$88.3K | 1.46% | 10 |
|
|
2022
Q3 | $1.89M | Buy |
26,263
+3,043
| +13% | +$219K | 1.22% | 14 |
|
|
2022
Q2 | $1.66M | Buy |
23,220
+1,384
| +6% | +$98.9K | 1.04% | 20 |
|
|
2022
Q1 | $1.67M | Buy |
21,836
+3,930
| +22% | +$300K | 0.87% | 21 |
|
|
2021
Q4 | $994K | Buy |
+17,906
| New | +$994K | 0.51% | 46 |
|