Horizon Financial Services, LLC Energy Sector Spdr Transaction History

Horizon Financial Services, LLC

  • $151 Million
  • Q1 2024

A detailed history of Horizon Financial Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Horizon Financial Services, LLC holds 7,077 shares of XLE stock, worth $645,068. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,077
Previous 4,061 74.27%
Holding current value
$645,068
Previous $340,000 96.47%
% of portfolio
0.44%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$79.91 - $94.41 $241,008 - $284,740
3,016 Added 74.27%
7,077 $668,000
Q4 2023

Feb 15, 2024
BUY
$81.2 - $91.96 $19,082 - $21,610
235 Added 6.14%
4,061 $340,000
Q3 2023

Oct 25, 2023
BUY
$79.09 - $93.36 $25,387 - $29,968
321 Added 9.16%
3,826 $345,000
Q2 2023

Jul 20, 2023
BUY
$76.59 - $87.23 $8,961 - $10,205
117 Added 3.45%
3,505 $284,000
Q1 2023

Apr 19, 2023
BUY
$76.97 - $93.11 $615 - $744
8 Added 0.24%
3,388 $280,000
Q4 2022

Jan 17, 2023
BUY
$82.68 - $94.08 $43,903 - $49,956
531 Added 18.64%
3,380 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-470 Reduced 14.16%
2,849 $205,000
Q2 2022

Jul 22, 2022
SELL
N/A
-353 Reduced 9.61%
3,319 $237,000
Q1 2022

Apr 27, 2022
BUY
N/A
905 Added 32.71%
3,672 $281,000
Q4 2021

Jan 31, 2022
BUY
N/A
986 Added 55.36%
2,767 $0
Q3 2021

Oct 22, 2021
BUY
N/A
401 Added 29.06%
1,781 $93,000
Q2 2021

Jul 22, 2021
BUY
N/A
1,380 New
1,380 $74,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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