Live Oak Investment Partners Energy Sector Spdr Transaction History

Live Oak Investment Partners

  • $123 Million
  • Q3 2024

A detailed history of Live Oak Investment Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Live Oak Investment Partners holds 7,153 shares of XLE stock, worth $680,393. This represents 0.51% of its overall portfolio holdings.

Number of Shares
7,153
Previous 6,923 3.32%
Holding current value
$680,393
Previous $631,000 0.48%
% of portfolio
0.51%
Previous 0.55%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$84.35 - $93.39 $19,400 - $21,479
230 Added 3.32%
7,153 $628,000
Q2 2024

Jul 16, 2024
SELL
$88.04 - $98.08 $206,013 - $229,507
-2,340 Reduced 25.26%
6,923 $631,000
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $389,029 - $440,580
4,791 Added 107.13%
9,263 $776,000
Q3 2023

Oct 31, 2023
SELL
$79.09 - $93.36 $116,578 - $137,612
-1,474 Reduced 24.79%
4,472 $404,000
Q2 2023

Jul 13, 2023
SELL
$76.59 - $87.23 $110,749 - $126,134
-1,446 Reduced 19.56%
5,946 $482,000
Q1 2023

May 03, 2023
BUY
$76.97 - $93.11 $9,929 - $12,011
129 Added 1.78%
7,392 $612,000
Q4 2022

Feb 15, 2023
BUY
$76.09 - $94.08 $552,641 - $683,303
7,263 New
7,263 $635,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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