Allworth Financial’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 | $15.8M | Sell |
232,262
-6,305
| -3% | -$429K | 0.08% | 148 |
|
|
2025
Q1 | $16.8M | Sell |
238,567
-8,993
| -4% | -$632K | 0.09% | 125 |
|
|
2024
Q4 | $16.6M | Sell |
247,560
-41,296
| -14% | -$2.77M | 0.09% | 122 |
|
|
2024
Q3 | $18.9M | Sell |
288,856
-22,603
| -7% | -$1.48M | 0.11% | 100 |
|
|
2024
Q2 | $17.4M | Buy |
311,459
+304,355
| +4,284% | +$17M | 0.11% | 99 |
|
|
2024
Q1 | $382K | Sell |
7,104
-434
| -6% | -$23.3K | ﹤0.01% | 620 |
|
|
2023
Q4 | $467K | Sell |
7,538
-135
| -2% | -$8.36K | ﹤0.01% | 534 |
|
|
2023
Q3 | $439K | Buy |
7,673
+265
| +4% | +$15.2K | ﹤0.01% | 517 |
|
|
2023
Q2 | $461K | Buy |
7,408
+264
| +4% | +$16.4K | ﹤0.01% | 522 |
|
|
2023
Q1 | $482K | Buy |
7,144
+1,053
| +17% | +$71K | ﹤0.01% | 479 |
|
|
2022
Q4 | $427K | Sell |
6,091
-980
| -14% | -$68.7K | ﹤0.01% | 489 |
|
|
2022
Q3 | $453K | Buy |
7,071
+492
| +7% | +$31.5K | 0.01% | 444 |
|
|
2022
Q2 | $466K | Buy |
6,579
+30
| +0.5% | +$2.13K | 0.01% | 406 |
|
|
2022
Q1 | $473K | Buy |
6,549
+296
| +5% | +$21.4K | 0.01% | 405 |
|
|
2021
Q4 | $423K | Buy |
6,253
+1,933
| +45% | +$131K | 0.01% | 399 |
|
|
2021
Q3 | $270K | Buy |
4,320
+2,173
| +101% | +$136K | ﹤0.01% | 417 |
|
|
2021
Q2 | $141K | Hold |
2,147
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $143K | Hold |
2,147
| – | – | ﹤0.01% | 396 |
|
|
2020
Q4 | $143K | Sell |
2,147
-270
| -11% | -$18K | ﹤0.01% | 320 |
|
|
2020
Q3 | $167K | Sell |
2,417
-494
| -17% | -$34.1K | 0.01% | 261 |
|
|
2020
Q2 | $182K | Buy |
2,911
+764
| +36% | +$47.8K | 0.01% | 249 |
|
|
2020
Q1 | $129K | Hold |
2,147
| – | – | ﹤0.01% | 290 |
|
|
2019
Q4 | $136K | Hold |
2,147
| – | – | ﹤0.01% | 232 |
|
|
2019
Q3 | $139K | Hold |
2,147
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $128K | Hold |
2,147
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $121K | Buy |
2,147
+500
| +30% | +$28.2K | 0.01% | 217 |
|
|
2018
Q4 | $81K | Hold |
1,647
| – | – | ﹤0.01% | 234 |
|
|
2018
Q3 | $78K | Sell |
1,647
-49
| -3% | -$2.32K | ﹤0.01% | 240 |
|
|
2018
Q2 | $77K | Sell |
1,696
-168
| -9% | -$7.63K | ﹤0.01% | 227 |
|
|
2018
Q1 | $85K | Sell |
1,864
-1
| -0.1% | -$46 | 0.01% | 189 |
|
|
2017
Q4 | $90K | Buy |
1,865
+2
| +0.1% | +$97 | 0.01% | 174 |
|
|
2017
Q3 | $88K | Sell |
1,863
-900
| -33% | -$42.5K | 0.01% | 175 |
|
|
2017
Q2 | $127K | Hold |
2,763
| – | – | 0.01% | 157 |
|
|
2017
Q1 | $123K | Hold |
2,763
| – | – | 0.01% | 149 |
|
|
2016
Q4 | $112K | Sell |
2,763
-257
| -9% | -$10.4K | 0.01% | 147 |
|
|
2016
Q3 | $124K | Buy |
3,020
+2
| +0.1% | +$82 | 0.01% | 132 |
|
|
2016
Q2 | $135K | Buy |
3,018
+911
| +43% | +$40.8K | 0.02% | 119 |
|
|
2016
Q1 | $88K | Sell |
2,107
-917
| -30% | -$38.3K | 0.01% | 160 |
|
|
2015
Q4 | $109K | Buy |
3,024
+1,829
| +153% | +$65.9K | 0.02% | 137 |
|
|
2015
Q3 | $42K | Buy |
1,195
+11
| +0.9% | +$387 | 0.01% | 224 |
|
|
2015
Q2 | $38K | Sell |
1,184
-1,030
| -47% | -$33.1K | 0.01% | 230 |
|
|
2015
Q1 | $77K | Buy |
+2,214
| New | +$77K | 0.03% | 166 |
|