Cetera Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.64M | Buy |
30,516
+19,517
| +177% | +$1.05M | 0.01% | 910 |
|
|
2023
Q4 | $681K | Buy |
10,999
+714
| +7% | +$44.2K | 0.01% | 957 |
|
|
2023
Q3 | $589K | Buy |
10,285
+1,279
| +14% | +$73.2K | 0.01% | 970 |
|
|
2023
Q2 | $560K | Sell |
9,006
-402
| -4% | -$25K | 0.01% | 991 |
|
|
2023
Q1 | $634K | Buy |
9,408
+65
| +0.7% | +$4.38K | 0.01% | 895 |
|
|
2022
Q4 | $655K | Sell |
9,343
-13,774
| -60% | -$966K | 0.01% | 841 |
|
|
2022
Q3 | $1.48M | Buy |
23,117
+1,033
| +5% | +$66.1K | 0.04% | 432 |
|
|
2022
Q2 | $1.56M | Buy |
22,084
+13,309
| +152% | +$942K | 0.04% | 447 |
|
|
2022
Q1 | $633K | Buy |
8,775
+71
| +0.8% | +$5.12K | 0.01% | 786 |
|
|
2021
Q4 | $589K | Sell |
8,704
-1,543
| -15% | -$104K | 0.01% | 824 |
|
|
2021
Q3 | $640K | Buy |
10,247
+2,011
| +24% | +$126K | 0.01% | 779 |
|
|
2021
Q2 | $543K | Sell |
8,236
-660
| -7% | -$43.5K | 0.01% | 791 |
|
|
2021
Q1 | $592K | Sell |
8,896
-1,248
| -12% | -$83.1K | 0.02% | 673 |
|
|
2020
Q4 | $676K | Buy |
10,144
+522
| +5% | +$34.8K | 0.02% | 532 |
|
|
2020
Q3 | $664K | Sell |
9,622
-214
| -2% | -$14.8K | 0.03% | 472 |
|
|
2020
Q2 | $615K | Sell |
9,836
-1,884
| -16% | -$118K | 0.03% | 477 |
|
|
2020
Q1 | $707K | Buy |
11,720
+1,569
| +15% | +$94.6K | 0.04% | 381 |
|
|
2019
Q4 | $645K | Sell |
10,151
-470
| -4% | -$29.9K | 0.03% | 471 |
|
|
2019
Q3 | $688K | Sell |
10,621
-3,422
| -24% | -$222K | 0.03% | 454 |
|
|
2019
Q2 | $836K | Buy |
+14,043
| New | +$836K | 0.04% | 418 |
|
|
2019
Q1 | – | Sell |
-10,647
| Closed | -$524K | – | 1294 |
|
|
2018
Q4 | $524K | Buy |
10,647
+1,369
| +15% | +$67.4K | 0.03% | 460 |
|
|
2018
Q3 | $436K | Sell |
9,278
-1,217
| -12% | -$57.2K | 0.02% | 616 |
|
|
2018
Q2 | $480K | Buy |
10,495
+403
| +4% | +$18.4K | 0.03% | 511 |
|
|
2018
Q1 | $460K | Buy |
+10,092
| New | +$460K | 0.03% | 490 |
|
|
2017
Q4 | – | Sell |
-11,465
| Closed | -$540K | – | 882 |
|
|
2017
Q3 | $540K | Sell |
11,465
-532
| -4% | -$25.1K | 0.03% | 441 |
|
|
2017
Q2 | $550K | Hold |
11,997
| – | – | 0.03% | 439 |
|
|
2017
Q1 | $534K | Buy |
11,997
+93
| +0.8% | +$4.14K | 0.04% | 433 |
|
|
2016
Q4 | $486K | Buy |
11,904
+485
| +4% | +$19.8K | 0.04% | 415 |
|
|
2016
Q3 | $471K | Sell |
11,419
-5,454
| -32% | -$225K | 0.04% | 424 |
|
|
2016
Q2 | $754K | Sell |
16,873
-564
| -3% | -$25.2K | 0.06% | 320 |
|
|
2016
Q1 | $728K | Sell |
17,437
-1,561
| -8% | -$65.2K | 0.06% | 315 |
|
|
2015
Q4 | $685K | Buy |
18,998
+5,276
| +38% | +$190K | 0.06% | 341 |
|
|
2015
Q3 | $487K | Sell |
13,722
-176
| -1% | -$6.25K | 0.05% | 371 |
|
|
2015
Q2 | $447K | Buy |
13,898
+660
| +5% | +$21.2K | 0.04% | 409 |
|
|
2015
Q1 | $461K | Sell |
13,238
-325
| -2% | -$11.3K | 0.04% | 404 |
|
|
2014
Q4 | $488K | Buy |
13,563
+1,888
| +16% | +$67.9K | 0.05% | 379 |
|
|
2014
Q3 | $355K | Hold |
11,675
| – | – | 0.03% | 412 |
|
|
2014
Q2 | $376K | Sell |
11,675
-650
| -5% | -$20.9K | 0.04% | 395 |
|
|
2014
Q1 | $374K | Buy |
12,325
+1,276
| +12% | +$38.7K | 0.05% | 364 |
|
|
2013
Q4 | $308K | Sell |
11,049
-141
| -1% | -$3.93K | 0.05% | 368 |
|
|
2013
Q3 | $308K | Sell |
11,190
-144
| -1% | -$3.96K | 0.05% | 318 |
|
|
2013
Q2 | $319K | Buy |
+11,334
| New | +$319K | 0.07% | 283 |
|