Lee Financial Group Hawaii, Inc. Energy Sector Spdr Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$76.97 - $93.11 $16,086 - $19,459	-209 Reduced 5.89%	3,342 $276,000
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $89,405 - $110,544	-1,175 Reduced 24.86%	3,551 $310,000
Q3 2022 Nov 04, 2022	SELL	$67.49 - $84.09 $202 - $252	-3 Reduced 0.06%	4,726 $340,000
Q2 2022 Aug 08, 2022	BUY	$70.66 - $92.28 $423 - $553	6 Added 0.13%	4,729 $338,000
Q1 2022 May 10, 2022	SELL	$57.22 - $78.75 $47,435 - $65,283	-829 Reduced 14.93%	4,723 $361,000
Q4 2021 Feb 08, 2022	SELL	$53.01 - $59.14 $51,419 - $57,365	-970 Reduced 14.87%	5,552 $308,000
Q3 2021 Nov 02, 2021	BUY	$45.79 - $54.81 $2,976 - $3,562	65 Added 1.01%	6,522 $340,000
Q2 2021 Aug 09, 2021	BUY	$47.07 - $56.19 $2,494 - $2,978	53 Added 0.83%	6,457 $348,000
Q1 2021 May 10, 2021	SELL	$37.96 - $53.57 $851,139 - $1.2 Million	-22,422 Reduced 77.78%	6,404 $314,000
Q4 2020 Feb 03, 2021	SELL	$27.71 - $41.6 $1.85 Million - $2.78 Million	-66,909 Reduced 69.89%	28,826 $1.09 Million
Q3 2020 Oct 27, 2020	BUY	$29.95 - $38.58 $76,192 - $98,147	2,544 Added 2.73%	95,735 $2.87 Million
Q2 2020 Jul 23, 2020	BUY	$27.62 - $46.86 $2.57 Million - $4.37 Million	93,191 New	93,191 $3.53 Million

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.13 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.69 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$794 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$770 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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