Carmichael Hill & Associates’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $73.8K | Sell |
1,130
-630
| -36% | -$41.1K | 0.03% | 263 |
|
|
2024
Q2 | $94K | Buy |
1,760
+730
| +71% | +$39K | 0.04% | 220 |
|
|
2024
Q1 | $55.4K | Hold |
1,030
| – | – | 0.02% | 288 |
|
|
2023
Q4 | $63.8K | Hold |
1,030
| – | – | 0.03% | 266 |
|
|
2023
Q3 | $58.9K | Hold |
1,030
| – | – | 0.03% | 258 |
|
|
2023
Q2 | $64K | Hold |
1,030
| – | – | 0.03% | 255 |
|
|
2023
Q1 | $69.5K | Hold |
1,030
| – | – | 0.03% | 236 |
|
|
2022
Q4 | $72.2K | Hold |
1,030
| – | – | 0.04% | 233 |
|
|
2022
Q3 | $66K | Hold |
1,030
| – | – | 0.04% | 239 |
|
|
2022
Q2 | $73K | Hold |
1,030
| – | – | 0.04% | 230 |
|
|
2022
Q1 | $74K | Hold |
1,030
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $70K | Hold |
1,030
| – | – | 0.03% | 237 |
|
|
2021
Q3 | $64K | Hold |
1,030
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $68K | Hold |
1,030
| – | – | 0.03% | 238 |
|
|
2021
Q1 | $69K | Hold |
1,030
| – | – | 0.04% | 230 |
|
|
2020
Q4 | $69K | Hold |
1,030
| – | – | 0.04% | 224 |
|
|
2020
Q3 | $71K | Hold |
1,030
| – | – | 0.05% | 209 |
|
|
2020
Q2 | $64K | Hold |
1,030
| – | – | 0.05% | 210 |
|
|
2020
Q1 | $62K | Hold |
1,030
| – | – | 0.05% | 201 |
|
|
2019
Q4 | $65K | Buy |
+1,030
| New | +$65K | 0.05% | 218 |
|