Coastline Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Hold |
|
|||||
|
2025
Q2 | $439K | Hold |
|
|||||
|
2025
Q1 | $457K | Hold |
|
|||||
|
2024
Q4 | $436K | Sell |
|
|||||
|
2024
Q3 | $572K | Hold |
|
|||||
|
2024
Q2 | $468K | Hold |
|
|||||
|
2024
Q1 | $471K | Sell |
|
|||||
|
2023
Q4 | $690K | Sell |
|
|||||
|
2023
Q3 | $650K | Hold |
|
|||||
|
2023
Q2 | $707K | Sell |
|
|||||
|
2023
Q1 | $808K | Hold |
|
|||||
|
2022
Q4 | $840K | Hold |
|
|||||
|
2022
Q3 | $768K | Hold |
|
|||||
|
2022
Q2 | $848K | Buy |
|
|||||
|
2022
Q1 | $848K | Buy |
|
|||||
|
2021
Q4 | $787K | Buy |
|
|||||
|
2021
Q3 | $722K | Hold |
|
|||||
|
2021
Q2 | $761K | Buy |
|
|||||
|
2021
Q1 | $767K | Sell |
|
|||||
|
2020
Q4 | $846K | Buy |
|
|||||
|
2020
Q3 | $832K | Sell |
|
|||||
|
2020
Q2 | $848K | Hold |
|
|||||
|
2020
Q1 | $818K | Hold |
|
|||||
|
2019
Q4 | $862K | Sell |
|
|||||
|
2019
Q3 | $967K | Hold |
|
|||||
|
2019
Q2 | $886K | Hold |
|
|||||
|
2019
Q1 | $837K | Buy |
|
|||||
|
2018
Q4 | $719K | Hold |
|
|||||
|
2018
Q3 | $689K | Hold |
|
|||||
|
2018
Q2 | $666K | Buy |
|
|||||
|
2018
Q1 | $467K | Sell |
|
|||||
|
2017
Q4 | $504K | Hold |
|
|||||
|
2017
Q3 | $496K | Sell |
|
|||||
|
2017
Q2 | $520K | Hold |
|
|||||
|
2017
Q1 | $503K | Sell |
|
|||||
|
2016
Q4 | $470K | Buy |
|
|||||
|
2016
Q3 | $428K | Buy |
|
|||||
|
2016
Q2 | $426K | Hold |
|
|||||
|
2016
Q1 | $398K | Buy |
|
|||||
|
2015
Q4 | $324K | Buy |
|
|||||
|
2015
Q3 | $310K | Buy |
|
|||||
|
2015
Q2 | $276K | Buy |
|
|||||
|
2015
Q1 | $288K | Sell |
|
|||||
|
2014
Q4 | $313K | Buy |
|
|||||
|
2014
Q3 | $213K | Hold |
|
|||||
|
2014
Q2 | $226K | Hold |
|
|||||
|
2014
Q1 | $213K | Buy |
|