A detailed history of Leavell Investment Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 3,783 shares of XLE stock, worth $331,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,783
Previous 4,811 21.37%
Holding current value
$331,542
Previous $422,000 23.22%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$83.32 - $97.27 $85,652 - $99,993
-1,028 Reduced 21.37%
3,783 $324,000
Q3 2024

Nov 01, 2024

BUY
$84.35 - $93.39 $134,369 - $148,770
1,593 Added 49.5%
4,811 $422,000
Q2 2024

Jul 17, 2024

BUY
$88.04 - $98.08 $2,641 - $2,942
30 Added 0.94%
3,218 $293,000
Q1 2024

Apr 24, 2024

SELL
$79.91 - $94.41 $18,459 - $21,808
-231 Reduced 6.76%
3,188 $300,000
Q4 2023

Jan 23, 2024

BUY
$81.2 - $91.96 $17,620 - $19,955
217 Added 6.78%
3,419 $286,000
Q3 2023

Oct 16, 2023

BUY
$79.09 - $93.36 $20,642 - $24,366
261 Added 8.87%
3,202 $289,000
Q2 2023

Jul 19, 2023

BUY
$76.59 - $87.23 $225,251 - $256,543
2,941 New
2,941 $239,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Leavell Investment Management, Inc. Portfolio

Follow Leavell Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leavell Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leavell Investment Management, Inc. with notifications on news.