Horizon Financial Services, LLC Utilities Sector Spdr Transaction History

Horizon Financial Services, LLC

  • $163 Million
  • Q3 2024

A detailed history of Horizon Financial Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Horizon Financial Services, LLC holds 8,081 shares of XLU stock, worth $658,197. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,081
Previous 5,352 50.99%
Holding current value
$658,197
Previous $364,000 79.12%
% of portfolio
0.4%
Previous 0.24%

Shares

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

Nov 13, 2024
BUY
$67.67 - $80.78 $184,671 - $220,448
2,729 Added 50.99%
8,081 $652,000
Q2 2024

Jul 30, 2024
SELL
$62.77 - $72.87 $4,393 - $5,100
-70 Reduced 1.29%
5,352 $364,000
Q1 2024

Apr 26, 2024
BUY
$59.95 - $65.65 $83,810 - $91,778
1,398 Added 34.74%
5,422 $355,000
Q4 2023

Feb 15, 2024
BUY
$56.19 - $65.96 $20,790 - $24,405
370 Added 10.13%
4,024 $254,000
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $214,964 - $250,152
3,654 New
3,654 $215,000
Q2 2022

Jul 22, 2022
SELL
$64.87 - $76.96 $4,670 - $5,541
-72 Reduced 2.13%
3,310 $232,000
Q1 2022

Apr 27, 2022
BUY
$65.03 - $74.54 $101,251 - $116,058
1,557 Added 85.32%
3,382 $252,000
Q4 2021

Jan 31, 2022
BUY
$63.88 - $71.58 $27,085 - $30,349
424 Added 30.26%
1,825 $0
Q3 2021

Oct 22, 2021
BUY
$63.56 - $70.07 $18,559 - $20,460
292 Added 26.33%
1,401 $89,000
Q2 2021

Jul 22, 2021
BUY
$63.23 - $67.72 $70,122 - $75,101
1,109 New
1,109 $70,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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