Lakeridge Wealth Management LLC's ownership history for XLE

Lakeridge Wealth Management LLC currently holds 4.1K shares with a market value of $250.6K. It started holding XLE on 2024-09-30. At its peak, it held 4.1K shares on 2026-03-31. Its highest holding value was $250.6K on 2026-03-31. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $204.8K on 2024-12-31. In the recent 180 days, Lakeridge Wealth Management LLC has increased its shares by 1.7K.