Sovereign Financial Group, Inc. Energy Sector Spdr Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,504 shares of XLE stock, worth $500,864. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,504
Previous 4,548 21.02%
Holding current value
$500,864
Previous $399,000 18.05%
% of portfolio
0.11%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$83.32 - $97.27 $79,653 - $92,990
956 Added 21.02%
5,504 $471,000
Q3 2024

Oct 08, 2024
SELL
$84.35 - $93.39 $235,252 - $260,464
-2,789 Reduced 38.01%
4,548 $399,000
Q2 2024

Jul 15, 2024
SELL
$88.04 - $98.08 $45,076 - $50,216
-512 Reduced 6.52%
7,337 $668,000
Q1 2024

Apr 15, 2024
BUY
$79.91 - $94.41 $74,556 - $88,084
933 Added 13.49%
7,849 $741,000
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $62,199 - $70,441
766 Added 12.46%
6,916 $579,000
Q3 2023

Nov 03, 2023
BUY
$79.09 - $93.36 $203,656 - $240,402
2,575 Added 72.03%
6,150 $555,000
Q2 2023

Jul 31, 2023
BUY
$76.59 - $87.23 $3,829 - $4,361
50 Added 1.42%
3,575 $290,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $38,792 - $46,927
-504 Reduced 12.51%
3,525 $291,000
Q4 2022

Feb 13, 2023
SELL
$76.09 - $94.08 $12,783 - $15,805
-168 Reduced 4.0%
4,029 $352,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $237,227 - $295,576
-3,515 Reduced 45.58%
4,197 $302,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $70,871 - $92,556
1,003 Added 14.95%
7,712 $551,000
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $383,888 - $528,333
6,709 New
6,709 $513,000

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
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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