Joule Financial, LLC Purchases and Sells in Q4 2024

Joule Financial, LLC

$280 Million
Q4 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	53.8K + 7.26%	$71.75 - $75.11 $3.86M - $4.04M	795K $57.2M
SCHA	359K + 116.32%	$25.33 - $51.16 $9.09M - $18.4M	667K $17.3M
XOM	9.99K + 157.4%	$105.51 - $125.37 $1.05M - $1.25M	16.3K $1.76M
XLE	9.47K + 53.87%	$83.32 - $97.27 $789K - $921K	27K $2.32M
GOOGL	2.39K + 22.49%	$161.86 - $196.66 $387K - $470K	13K $2.47M
RSP	8.22K + 3.97%	$174.22 - $187.62 $1.43M - $1.54M	215K $37.7M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	3.03K New	$109.65 - $186.51 $332K - $565K	3.03K $468K
BE	15.7K New	$9.04 - $27.45 $141K - $430K	15.7K $347K
SCHO	13.7K New	$24.06 - $48.88 $330K - $669K	13.7K $329K
FXI	8.41K New	$29.52 - $36.69 $248K - $308K	8.41K $255K
GME	7.3K New	$20.5 - $32.99 $150K - $241K	7.3K $228K
WMT	2.35K New	$79.1 - $95.7 $186K - $225K	2.35K $212K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSLR	-800 - 19.6%	$175.88 - $240.66 $141K - $193K	3.28K $578K
TLT	-541 - 1.71%	$87.1 - $98.49 $47.1K - $53.3K	31.1K $2.71M
MSFT	-685 - 20.76%	$406.35 - $454.46 $278K - $311K	2.61K $1.1M
PAYS	-1.81K - 0.45%	$2.93 - $4.08 $5.32K - $7.4K	401K $1.23M
GS	-436 - 44.4%	$486.1 - $608.57 $212K - $265K	546 $312K
MU	-313 - 5.35%	$84.16 - $113.41 $26.3K - $35.5K	5.54K $466K

Activity Summary All Purchases 74 New Holdings 9 Increased Positions 65 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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