Resurgent Financial Advisors LLC Energy Sector Spdr Transaction History

Resurgent Financial Advisors LLC

  • $194 Million
  • Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 15,875 shares of XLE stock, worth $1.42 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
15,875
Previous 5,635 181.72%
Holding current value
$1.42 Million
Previous $472,000 217.37%
% of portfolio
0.77%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$79.91 - $94.41 $818,278 - $966,758
10,240 Added 181.72%
15,875 $1.5 Million
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $126,184 - $142,905
1,554 Added 38.08%
5,635 $472,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $37,488 - $44,252
474 Added 13.14%
4,081 $368,000
Q2 2023

Aug 14, 2023
SELL
$76.59 - $87.23 $22,977 - $26,169
-300 Reduced 7.68%
3,607 $292,000
Q4 2022

Feb 14, 2023
SELL
$82.68 - $94.08 $63,002 - $71,688
-762 Reduced 16.32%
3,907 $341,000
Q3 2022

Nov 14, 2022
BUY
N/A
4,669 New
4,669 $336,000

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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