Adirondack Trust Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3K | Sell |
431
-16
| -4% | -$1.09K | 0.01% | 285 |
|
|
2025
Q1 | $31.6K | Sell |
447
-18
| -4% | -$1.27K | 0.01% | 272 |
|
|
2024
Q4 | $31.4K | Sell |
465
-97
| -17% | -$6.55K | 0.01% | 273 |
|
|
2024
Q3 | $36.7K | Hold |
562
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $30K | Hold |
562
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $30.2K | Hold |
562
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $29.6K | Sell |
562
-30
| -5% | -$1.58K | 0.01% | 274 |
|
|
2023
Q3 | $33.9K | Hold |
592
| – | – | 0.02% | 249 |
|
|
2023
Q2 | $37.1K | Sell |
592
-25
| -4% | -$1.57K | 0.02% | 231 |
|
|
2023
Q1 | $41.6K | Sell |
617
-36
| -6% | -$2.43K | 0.02% | 219 |
|
|
2022
Q4 | $45.8K | Sell |
653
-25
| -4% | -$1.75K | 0.02% | 207 |
|
|
2022
Q3 | $43K | Buy |
678
+25
| +4% | +$1.59K | 0.02% | 206 |
|
|
2022
Q2 | $46K | Sell |
653
-4
| -0.6% | -$282 | 0.02% | 198 |
|
|
2022
Q1 | $47K | Buy |
657
+577
| +721% | +$41.3K | 0.02% | 200 |
|
|
2021
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 365 |
|
|
2021
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 358 |
|