Sonora Investment Management Group, LLC Energy Sector Spdr Transaction History

Sonora Investment Management Group, LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 2,755 shares of XLE stock, worth $224,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,755
Previous 3,006 8.35%
Holding current value
$224,229
Previous $257,000 1.17%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$85.7 - $93.96 $21,510 - $23,583
-251 Reduced 8.35%
2,755 $254,000
Q4 2024

Jan 23, 2025
BUY
$83.32 - $97.27 $17,663 - $20,621
212 Added 7.59%
3,006 $257,000
Q3 2024

Oct 15, 2024
BUY
$84.35 - $93.39 $30,534 - $33,807
362 Added 14.88%
2,794 $245,000
Q1 2024

May 13, 2024
SELL
$79.91 - $94.41 $15,502 - $18,315
-194 Reduced 7.39%
2,432 $229,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $4,790 - $5,425
-59 Reduced 2.2%
2,626 $220,000
Q3 2023

Nov 02, 2023
SELL
$79.09 - $93.36 $73,949 - $87,291
-935 Reduced 25.83%
2,685 $242,000
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $85,627 - $97,523
-1,118 Reduced 23.6%
3,620 $293,000
Q1 2023

May 12, 2023
BUY
$76.97 - $93.11 $104,987 - $127,002
1,364 Added 40.43%
4,738 $392,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $256,727 - $317,425
3,374 New
3,374 $295,000

Others Institutions Holding XLE

# of Institutions
2,189
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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