Sloy Dahl & Holst, LLC Energy Sector Spdr Transaction History

Sloy Dahl & Holst, LLC

$728 Million
Q4 2024

A detailed history of Sloy Dahl & Holst, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sloy Dahl & Holst, LLC holds 7,829 shares of XLE stock, worth $705,158. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,829

Previous 8,029 2.49%

Holding current value

$705,158

Previous $704,000 4.83%

% of portfolio

0.09%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$83.32 - $97.27 $16,664 - $19,454	-200 Reduced 2.49%	7,829 $670,000
Q3 2024 Oct 17, 2024	BUY	$84.35 - $93.39 $93,628 - $103,662	1,110 Added 16.04%	8,029 $704,000
Q2 2024 Jul 22, 2024	BUY	$88.04 - $98.08 $14,086 - $15,692	160 Added 2.37%	6,919 $630,000
Q1 2024 Apr 18, 2024	BUY	$79.91 - $94.41 $24,372 - $28,795	305 Added 4.73%	6,759 $638,000
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $29,638 - $33,565	365 Added 5.99%	6,454 $541,000
Q3 2023 Nov 02, 2023	BUY	$79.09 - $93.36 $126,148 - $148,909	1,595 Added 35.49%	6,089 $550,000
Q1 2023 Apr 24, 2023	BUY	$76.97 - $93.11 $14,624 - $17,690	190 Added 4.41%	4,494 $372,000
Q4 2022 Jan 30, 2023	BUY	$76.09 - $94.08 $4,184 - $5,174	55 Added 1.29%	4,304 $376,000
Q3 2022 Oct 19, 2022	BUY	$67.49 - $84.09 $14,510 - $18,079	215 Added 5.33%	4,249 $306,000
Q2 2022 Aug 02, 2022	BUY	$70.66 - $92.28 $87,971 - $114,888	1,245 Added 44.64%	4,034 $288,000
Q1 2022 May 10, 2022	BUY	$57.22 - $78.75 $159,586 - $219,633	2,789 New	2,789 $213,000

Others Institutions Holding XLE

# of Institutions

2,167

Shares Held

231M

Call Options Held

58.1M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Sloy Dahl & Holst, LLC Energy Sector Spdr Transaction History