Resurgent Financial Advisors LLC Energy Sector Spdr Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 5,945 shares of XLE stock, worth $519,771. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,945

Previous 6,423 7.44%

Holding current value

$519,771

Previous $563,000 9.59%

% of portfolio

0.3%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$83.32 - $97.27 $39,826 - $46,495	-478 Reduced 7.44%	5,945 $509,000
Q3 2024 Nov 14, 2024	BUY	$84.35 - $93.39 $27,413 - $30,351	325 Added 5.33%	6,423 $563,000
Q2 2024 Aug 14, 2024	SELL	$88.04 - $98.08 $860,767 - $958,928	-9,777 Reduced 61.59%	6,098 $555,000
Q1 2024 May 10, 2024	BUY	$79.91 - $94.41 $818,278 - $966,758	10,240 Added 181.72%	15,875 $1.5 Million
Q4 2023 Feb 09, 2024	BUY	$81.2 - $91.96 $126,184 - $142,905	1,554 Added 38.08%	5,635 $472,000
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $37,488 - $44,252	474 Added 13.14%	4,081 $368,000
Q2 2023 Aug 14, 2023	SELL	$76.59 - $87.23 $22,977 - $26,169	-300 Reduced 7.68%	3,607 $292,000
Q4 2022 Feb 14, 2023	SELL	$76.09 - $94.08 $57,980 - $71,688	-762 Reduced 16.32%	3,907 $341,000
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $315,110 - $392,616	4,669 New	4,669 $336,000

Others Institutions Holding XLE

# of Institutions

2,174

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Resurgent Financial Advisors LLC Energy Sector Spdr Transaction History