Lodestone Wealth Management LLC Energy Sector Spdr Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,478 shares of XLE stock, worth $469,464. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,478

Previous 4,326 26.63%

Holding current value

$469,464

Previous $380 Million 23.55%

% of portfolio

0.24%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$83.32 - $97.27 $95,984 - $112,055	1,152 Added 26.63%	5,478 $469 Million
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $75,830 - $83,957	-899 Reduced 17.21%	4,326 $380 Million
Q2 2024 Jul 16, 2024	BUY	$88.04 - $98.08 $6,779 - $7,552	77 Added 1.5%	5,225 $476 Million
Q1 2024 Apr 30, 2024	BUY	$79.91 - $94.41 $22,135 - $26,151	277 Added 5.69%	5,148 $486 Million
Q4 2023 Jan 24, 2024	BUY	$81.2 - $91.96 $11,449 - $12,966	141 Added 2.98%	4,871 $408 Million
Q3 2023 Oct 20, 2023	BUY	$79.09 - $93.36 $27,365 - $32,302	346 Added 7.89%	4,730 $428 Million
Q2 2023 Jul 25, 2023	BUY	$76.59 - $87.23 $68,011 - $77,460	888 Added 25.4%	4,384 $356 Million
Q1 2023 May 15, 2023	BUY	$76.97 - $93.11 $3,309 - $4,003	43 Added 1.25%	3,496 $290 Million
Q4 2022 Feb 09, 2023	BUY	$76.09 - $94.08 $262,738 - $324,858	3,453 New	3,453 $302 Million

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Lodestone Wealth Management LLC Energy Sector Spdr Transaction History