Consolidated Planning Corp Energy Sector Spdr Transaction History

Consolidated Planning Corp

$637 Million
Q1 2025

A detailed history of Consolidated Planning Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Consolidated Planning Corp holds 7,827 shares of XLE stock, worth $643,535. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,827

Previous 7,978 1.89%

Holding current value

$643,535

Previous $683,000 7.03%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$85.7 - $93.96 $12,940 - $14,187	-151 Reduced 1.89%	7,827 $731,000
Q4 2024 Jan 29, 2025	BUY	$83.32 - $97.27 $749 - $875	9 Added 0.11%	7,978 $683,000
Q3 2024 Oct 31, 2024	SELL	$84.35 - $93.39 $16,110 - $17,837	-191 Reduced 2.34%	7,969 $699,000
Q2 2024 Aug 02, 2024	SELL	$88.04 - $98.08 $4,666 - $5,198	-53 Reduced 0.65%	8,160 $743,000
Q1 2024 May 02, 2024	SELL	$79.91 - $94.41 $10,388 - $12,273	-130 Reduced 1.56%	8,213 $775,000
Q4 2023 Feb 02, 2024	SELL	$81.2 - $91.96 $30,450 - $34,485	-375 Reduced 4.3%	8,343 $699,000
Q3 2023 Nov 08, 2023	BUY	$79.09 - $93.36 $19,535 - $23,059	247 Added 2.92%	8,718 $788,000
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $648,793 - $738,925	8,471 New	8,471 $687,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

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About ENERGY SECTOR SPDR

Ticker XLE
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Consolidated Planning Corp Energy Sector Spdr Transaction History