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Disclosery

Livingston Group Asset Management CO (operating as Southport Capital Management): XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Livingston Group Asset Management CO (operating as Southport Capital Management) on XLE, newest first. How the timeline and the estimate are built.

Livingston Group Asset Management CO (operating as Southport Capital Management) held 6,314 XLE shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 6,314 shares
    Change vs previous 13F -141 shares

    0.18% of the 13F portfolio, value $483,000.

    13F-HR 0001379119-22-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 6,455 shares
    Change vs previous 13F +116 shares

    0.06% of the 13F portfolio, value $358,000.

    13F-HR 0001379119-22-000002 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 6,339 shares
    Change vs previous 13F -655 shares

    0.13% of the 13F portfolio, value $330,000.

    13F-HR 0001379119-21-000006 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 6,994 shares
    Change vs previous 13F +145 shares

    0.09% of the 13F portfolio, value $377,000.

    13F-HR 0001379119-21-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 6,849 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $336,000.

    13F-HR 0001379119-21-000004 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).