A detailed history of Rfp Financial Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Rfp Financial Group LLC holds 609 shares of XLE stock, worth $53,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares
609
Previous 604 0.83%
Holding current value
$53,043
Previous $57,000 3.51%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$88.04 - $98.08 $440 - $490
5 Added 0.83%
609 $55,000
Q1 2024

May 09, 2024

BUY
$79.91 - $94.41 $399 - $472
5 Added 0.83%
604 $57,000
Q4 2023

Feb 12, 2024

SELL
$81.2 - $91.96 $29,719 - $33,657
-366 Reduced 37.93%
599 $50,000
Q3 2023

Oct 30, 2023

BUY
$79.09 - $93.36 $553 - $653
7 Added 0.73%
965 $87,000
Q2 2023

Aug 01, 2023

SELL
$76.59 - $87.23 $114,119 - $129,972
-1,490 Reduced 60.87%
958 $77,000
Q1 2023

Apr 26, 2023

SELL
$76.97 - $93.11 $6,850 - $8,286
-89 Reduced 3.51%
2,448 $203 Million
Q4 2022

Jan 24, 2023

BUY
$82.68 - $94.08 $209,759 - $238,680
2,537 New
2,537 $222 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Rfp Financial Group LLC Portfolio

Follow Rfp Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfp Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfp Financial Group LLC with notifications on news.