Lodestone Wealth Management LLC Energy Sector Spdr Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,639 shares of XLE stock, worth $478,920. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,639
Previous 5,478 2.94%
Holding current value
$478,920
Previous $469 Million 12.3%
% of portfolio
0.28%
Previous 0.24%

Shares

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

Apr 28, 2025
BUY
$85.7 - $93.96 $13,797 - $15,127
161 Added 2.94%
5,639 $527 Million
Q4 2024

Jan 30, 2025
BUY
$83.32 - $97.27 $95,984 - $112,055
1,152 Added 26.63%
5,478 $469 Million
Q3 2024

Oct 29, 2024
SELL
$84.35 - $93.39 $75,830 - $83,957
-899 Reduced 17.21%
4,326 $380 Million
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $6,779 - $7,552
77 Added 1.5%
5,225 $476 Million
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $22,135 - $26,151
277 Added 5.69%
5,148 $486 Million
Q4 2023

Jan 24, 2024
BUY
$81.2 - $91.96 $11,449 - $12,966
141 Added 2.98%
4,871 $408 Million
Q3 2023

Oct 20, 2023
BUY
$79.09 - $93.36 $27,365 - $32,302
346 Added 7.89%
4,730 $428 Million
Q2 2023

Jul 25, 2023
BUY
$76.59 - $87.23 $68,011 - $77,460
888 Added 25.4%
4,384 $356 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $3,309 - $4,003
43 Added 1.25%
3,496 $290 Million
Q4 2022

Feb 09, 2023
BUY
$76.09 - $94.08 $262,738 - $324,858
3,453 New
3,453 $302 Million

Others Institutions Holding XLE

# of Institutions
2,103
Shares Held
454M
Call Options Held
51M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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