Sequoia Financial Advisors, LLC's ownership history for XLE

Sequoia Financial Advisors, LLC currently holds 136.6K shares with a market value of $8.4M. It started holding XLE on 2024-09-30. At its peak, it held 136.8K shares on 2025-12-31. Its highest holding value was $8.4M on 2026-03-31. At its lowest, it held 42.2K shares on 2024-09-30, with a value of $3.7M on 2024-09-30. In the recent 180 days, Sequoia Financial Advisors, LLC has increased its shares by 58.2K. In the recent year, Sequoia Financial Advisors, LLC has increased its shares by 80.4K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $285 on 2026-03-31. At its peak, it held 1 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $285 on 2026-03-31. At its lowest, it held 1 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $285 on 2026-03-31.