Badgley Phelps Wealth Managers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,262
| Closed | -$284K | – | 274 |
|
|
2024
Q1 | $284K | Hold |
5,262
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $327K | Sell |
5,262
-219
| -4% | -$13.6K | 0.01% | 208 |
|
|
2023
Q3 | $314K | Buy |
5,481
+346
| +7% | +$19.8K | 0.01% | 195 |
|
|
2023
Q2 | $319K | Sell |
5,135
-120
| -2% | -$7.46K | 0.01% | 202 |
|
|
2023
Q1 | $354K | Buy |
5,255
+392
| +8% | +$26.4K | 0.01% | 169 |
|
|
2022
Q4 | $341K | Hold |
4,863
| – | – | 0.01% | 168 |
|
|
2022
Q3 | $311K | Hold |
4,863
| – | – | 0.01% | 163 |
|
|
2022
Q2 | $344K | Buy |
4,863
+63
| +1% | +$4.46K | 0.01% | 163 |
|
|
2022
Q1 | $346K | Sell |
4,800
-382
| -7% | -$27.5K | 0.01% | 171 |
|
|
2021
Q4 | $351K | Hold |
5,182
| – | – | 0.01% | 177 |
|
|
2021
Q3 | $324K | Buy |
+5,182
| New | +$324K | 0.01% | 178 |
|