Allworth Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
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|
2025
Q1 | $16.8M | Sell |
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|
2024
Q4 | $16.6M | Sell |
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|
2024
Q3 | $18.9M | Sell |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $143K | Hold |
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|
2020
Q4 | $143K | Sell |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $182K | Buy |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $136K | Hold |
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|
2019
Q3 | $139K | Hold |
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|
2019
Q2 | $128K | Hold |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $81K | Hold |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $85K | Sell |
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|
2017
Q4 | $90K | Buy |
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|
2017
Q3 | $88K | Sell |
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|
2017
Q2 | $127K | Hold |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $112K | Sell |
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|
2016
Q3 | $124K | Buy |
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|
2016
Q2 | $135K | Buy |
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|
2016
Q1 | $88K | Sell |
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|
2015
Q4 | $109K | Buy |
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|
2015
Q3 | $42K | Buy |
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|
2015
Q2 | $38K | Sell |
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|
2015
Q1 | $77K | Buy |
|