Beaumont Financial Advisors, LLC Energy Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 39,151 shares of XLE stock, worth $3.56 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
39,151
Previous 6,055 546.59%
Holding current value
$3.56 Million
Previous $531,000 531.45%
% of portfolio
0.3%
Previous 0.05%

Shares

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

Jan 17, 2025
BUY
$83.32 - $97.27 $2.76 Million - $3.22 Million
33,096 Added 546.59%
39,151 $3.35 Million
Q3 2024

Oct 09, 2024
SELL
$84.35 - $93.39 $95,737 - $105,997
-1,135 Reduced 15.79%
6,055 $531,000
Q2 2024

Jul 24, 2024
SELL
$88.04 - $98.08 $19,368 - $21,577
-220 Reduced 2.97%
7,190 $655,000
Q1 2024

May 10, 2024
SELL
$79.91 - $94.41 $166,132 - $196,278
-2,079 Reduced 21.91%
7,410 $699,000
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $249,771 - $282,868
3,076 Added 47.97%
9,489 $795,000
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $13,919 - $16,431
176 Added 2.82%
6,413 $579,000
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $26,040 - $29,658
-340 Reduced 5.17%
6,237 $506,000
Q1 2023

May 08, 2023
BUY
$76.97 - $93.11 $26,785 - $32,402
348 Added 5.59%
6,577 $544,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $473,964 - $586,024
6,229 New
6,229 $0

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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