Column Capital Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $515 | Sell |
9
-5
| -36% | -$286 | ﹤0.01% | 752 |
|
|
2023
Q2 | $870 | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2023
Q1 | $944 | Sell |
14
-15
| -52% | -$1.01K | ﹤0.01% | 776 |
|
|
2022
Q4 | $2.03K | Buy |
29
+15
| +107% | +$1.05K | ﹤0.01% | 701 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 710 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 708 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $1K | Sell |
14
-24
| -63% | -$1.71K | ﹤0.01% | 770 |
|
|
2021
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $3K | Sell |
38
-22
| -37% | -$1.74K | ﹤0.01% | 606 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 563 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $3K | Buy |
60
+22
| +58% | +$1.1K | ﹤0.01% | 643 |
|
|
2020
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 579 |
|
|
2019
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 621 |
|