BFEC
Benjamin F. Edwards & Company’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $832K | Buy |
15,579
+5,081
| +48% | +$271K | 0.01% | 575 |
|
|
2024
Q1 | $564K | Sell |
10,498
-5,820
| -36% | -$313K | 0.01% | 635 |
|
|
2023
Q4 | $1.01M | Buy |
16,318
+4,789
| +42% | +$296K | 0.02% | 494 |
|
|
2023
Q3 | $660K | Buy |
11,529
+475
| +4% | +$27.2K | 0.03% | 462 |
|
|
2023
Q2 | $687K | Sell |
11,054
-758
| -6% | -$47.1K | 0.03% | 442 |
|
|
2023
Q1 | $797K | Buy |
11,812
+1,064
| +10% | +$71.8K | 0.03% | 382 |
|
|
2022
Q4 | $754K | Buy |
10,748
+354
| +3% | +$24.8K | 0.03% | 378 |
|
|
2022
Q3 | $665K | Sell |
10,394
-19,594
| -65% | -$1.25M | 0.03% | 390 |
|
|
2022
Q2 | $2.12M | Buy |
29,988
+664
| +2% | +$47K | 0.1% | 198 |
|
|
2022
Q1 | $2.12M | Buy |
29,324
+2,039
| +7% | +$147K | 0.09% | 218 |
|
|
2021
Q4 | $1.85M | Sell |
27,285
-547
| -2% | -$37K | 0.08% | 238 |
|
|
2021
Q3 | $1.74M | Buy |
27,832
+336
| +1% | +$21K | 0.09% | 231 |
|
|
2021
Q2 | $1.81M | Buy |
27,496
+1,036
| +4% | +$68.2K | 0.09% | 227 |
|
|
2021
Q1 | $1.76M | Buy |
26,460
+855
| +3% | +$56.9K | 0.09% | 226 |
|
|
2020
Q4 | $1.71M | Buy |
25,605
+1,564
| +7% | +$104K | 0.1% | 215 |
|
|
2020
Q3 | $1.66M | Buy |
24,041
+365
| +2% | +$25.2K | 0.11% | 200 |
|
|
2020
Q2 | $1.48M | Sell |
23,676
-561
| -2% | -$35.1K | 0.11% | 201 |
|
|
2020
Q1 | $1.46M | Sell |
24,237
-2,360
| -9% | -$142K | 0.12% | 176 |
|
|
2019
Q4 | $1.69M | Buy |
26,597
+4,373
| +20% | +$278K | 0.12% | 196 |
|
|
2019
Q3 | $1.44M | Buy |
22,224
+1,916
| +9% | +$124K | 0.11% | 196 |
|
|
2019
Q2 | $1.21M | Buy |
20,308
+324
| +2% | +$19.3K | 0.1% | 212 |
|
|
2019
Q1 | $1.12M | Sell |
19,984
-398
| -2% | -$22.4K | 0.1% | 208 |
|
|
2018
Q4 | $1M | Buy |
20,382
+806
| +4% | +$39.7K | 0.1% | 210 |
|
|
2018
Q3 | $924K | Buy |
19,576
+357
| +2% | +$16.9K | 0.09% | 239 |
|
|
2018
Q2 | $878K | Buy |
19,219
+156
| +0.8% | +$7.13K | 0.09% | 244 |
|
|
2018
Q1 | $867K | Buy |
19,063
+2,880
| +18% | +$131K | 0.09% | 236 |
|
|
2017
Q4 | $779K | Buy |
16,183
+161
| +1% | +$7.75K | 0.08% | 247 |
|
|
2017
Q3 | $758K | Buy |
16,022
+197
| +1% | +$9.32K | 0.09% | 220 |
|
|
2017
Q2 | $726K | Buy |
15,825
+282
| +2% | +$12.9K | 0.09% | 213 |
|
|
2017
Q1 | $691K | Buy |
15,543
+527
| +4% | +$23.4K | 0.1% | 212 |
|
|
2016
Q4 | $611K | Buy |
15,016
+676
| +5% | +$27.5K | 0.1% | 217 |
|
|
2016
Q3 | $590K | Sell |
14,340
-79
| -0.5% | -$3.25K | 0.1% | 206 |
|
|
2016
Q2 | $646K | Buy |
14,419
+1,462
| +11% | +$65.5K | 0.13% | 174 |
|
|
2016
Q1 | $542K | Sell |
12,957
-1,678
| -11% | -$70.2K | 0.11% | 184 |
|
|
2015
Q4 | $526K | Sell |
14,635
-33
| -0.2% | -$1.19K | 0.11% | 182 |
|
|
2015
Q3 | $519K | Buy |
14,668
+3,162
| +27% | +$112K | 0.11% | 177 |
|
|
2015
Q2 | $370K | Buy |
11,506
+1,617
| +16% | +$52K | 0.07% | 247 |
|
|
2015
Q1 | $344K | Buy |
9,889
+288
| +3% | +$10K | 0.07% | 250 |
|
|
2014
Q4 | $345K | Buy |
9,601
+1,557
| +19% | +$55.9K | 0.08% | 234 |
|
|
2014
Q3 | $245K | Buy |
8,044
+7,026
| +690% | +$214K | 0.06% | 278 |
|
|
2014
Q2 | $33K | Buy |
1,018
+4
| +0.4% | +$130 | 0.01% | 529 |
|
|
2014
Q1 | $31K | Buy |
1,014
+419
| +70% | +$12.8K | 0.01% | 514 |
|
|
2013
Q4 | $17K | Sell |
595
-1,000
| -63% | -$28.6K | 0.01% | 569 |
|
|
2013
Q3 | $44K | Buy |
1,595
+25
| +2% | +$690 | 0.02% | 421 |
|
|
2013
Q2 | $44K | Buy |
+1,570
| New | +$44K | 0.02% | 383 |
|