Lodestone Wealth Management LLC's ownership history for XLE

Lodestone Wealth Management LLC currently holds 11.8K shares with a market value of $529.0K. It started holding XLE on 2024-09-30. At its peak, it held 11.8K shares on 2025-12-31. Its highest holding value was $553.2K on 2025-09-30. At its lowest, it held 4.3K shares on 2024-09-30, with a value of $379.8K on 2024-09-30. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 5.6K. In the recent year, Lodestone Wealth Management LLC has increased its shares by 6.4K.