A detailed history of Lazari Capital Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 11,775 shares of XLE stock, worth $1.13 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
11,775
Previous 10,369 13.56%
Holding current value
$1.13 Million
Previous $945 Million 9.39%
% of portfolio
0.44%
Previous 0.43%

Shares

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

Oct 22, 2024

BUY
$84.35 - $93.39 $118,596 - $131,306
1,406 Added 13.56%
11,775 $1.03 Billion
Q1 2024

Jun 24, 2024

SELL
$79.91 - $94.41 $4,155 - $4,909
-52 Reduced 0.5%
10,369 $979 Million
Q4 2023

Feb 27, 2024

SELL
$81.2 - $91.96 $73,648 - $83,407
-907 Reduced 8.01%
10,421 $874 Million
Q3 2023

Nov 07, 2023

SELL
$79.09 - $93.36 $27,444 - $32,395
-347 Reduced 2.97%
11,328 $1.02 Billion
Q2 2023

Jul 20, 2023

BUY
$76.59 - $87.23 $894,188 - $1.02 Million
11,675 New
11,675 $948 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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