Octavia Wealth Advisors, LLC Energy Sector Spdr Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,655 shares of XLE stock, worth $337,831. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,655
Previous 3,805 3.94%
Holding current value
$337,831
Previous $334,000 6.29%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 17, 2025
SELL
$83.32 - $97.27 $12,497 - $14,590
-150 Reduced 3.94%
3,655 $313,000
Q3 2024

Oct 10, 2024
SELL
$84.35 - $93.39 $17,207 - $19,051
-204 Reduced 5.09%
3,805 $334,000
Q2 2024

Aug 01, 2024
BUY
$88.04 - $98.08 $14,878 - $16,575
169 Added 4.4%
4,009 $365,000
Q1 2024

Apr 15, 2024
SELL
$79.91 - $94.41 $54,338 - $64,198
-680 Reduced 15.04%
3,840 $362,000
Q4 2023

Jan 30, 2024
BUY
$81.2 - $91.96 $53,673 - $60,785
661 Added 17.13%
4,520 $378,000
Q3 2023

Oct 30, 2023
BUY
$79.09 - $93.36 $21,749 - $25,674
275 Added 7.67%
3,859 $348,000
Q2 2023

Jul 18, 2023
BUY
$76.59 - $87.23 $34,618 - $39,427
452 Added 14.43%
3,584 $290,000
Q1 2023

Apr 20, 2023
SELL
$76.97 - $93.11 $31,326 - $37,895
-407 Reduced 11.5%
3,132 $259,000
Q4 2022

Jan 19, 2023
SELL
$76.09 - $94.08 $13,696 - $16,934
-180 Reduced 4.84%
3,539 $0
Q3 2022

Oct 17, 2022
BUY
$67.49 - $84.09 $17,682 - $22,031
262 Added 7.58%
3,719 $268,000
Q2 2022

Jul 18, 2022
SELL
$70.66 - $92.28 $156,229 - $204,031
-2,211 Reduced 39.01%
3,457 $247,000
Q1 2022

Apr 20, 2022
SELL
$57.22 - $78.75 $52,356 - $72,056
-915 Reduced 13.9%
5,668 $433,000
Q4 2021

Jan 28, 2022
BUY
$53.01 - $59.14 $348,964 - $389,318
6,583 New
6,583 $365,000

Others Institutions Holding XLE

# of Institutions
2,178
Shares Held
232M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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