Legacy Capital Group California, Inc. Energy Sector Spdr Transaction History

Legacy Capital Group California, Inc.

$287 Billion
Q1 2025

A detailed history of Legacy Capital Group California, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 4,557 shares of XLE stock, worth $371,532. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,557

Previous 3,496 30.35%

Holding current value

$371,532

Previous $299 Million 42.21%

% of portfolio

0.15%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$85.7 - $93.96 $90,927 - $99,691	1,061 Added 30.35%	4,557 $426 Million
Q4 2024 Feb 03, 2025	SELL	$83.32 - $97.27 $85,819 - $100,188	-1,030 Reduced 22.76%	3,496 $299 Million
Q3 2024 Oct 23, 2024	SELL	$84.35 - $93.39 $13,074 - $14,475	-155 Reduced 3.31%	4,526 $397 Million
Q2 2024 Jul 22, 2024	BUY	$88.04 - $98.08 $57,049 - $63,555	648 Added 16.07%	4,681 $427 Million
Q1 2024 May 07, 2024	BUY	$79.91 - $94.41 $32,283 - $38,141	404 Added 11.13%	4,033 $381 Million
Q4 2023 Feb 08, 2024	BUY	$81.2 - $91.96 $9,094 - $10,299	112 Added 3.18%	3,629 $304 Million
Q3 2023 Nov 06, 2023	BUY	$79.09 - $93.36 $5,378 - $6,348	68 Added 1.97%	3,517 $318 Million
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $12,254 - $13,956	160 Added 4.86%	3,449 $280 Million
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $253,154 - $306,238	3,289 New	3,289 $272 Million

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Legacy Capital Group California, Inc. Energy Sector Spdr Transaction History