Roxbury Financial LLC's ownership history for XLE

Roxbury Financial LLC currently holds 9.8K shares with a market value of $436.3K. It started holding XLE on 2024-12-31. At its peak, it held 9.8K shares on 2025-12-31. Its highest holding value was $764.0K on 2024-12-31. At its lowest, it held 5.3K shares on 2025-09-30, with a value of $436.3K on 2025-12-31. In the recent 180 days, Roxbury Financial LLC has increased its shares by 4.4K. In the recent year, Roxbury Financial LLC has increased its shares by 1.8K.