Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $316K | Buy |
|
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|
2024
Q1 | $260K | Buy |
|
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|
2023
Q4 | $298K | Sell |
|
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|
2023
Q3 | $285K | Sell |
|
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $428K | Buy |
|
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|
2022
Q3 | $388K | Sell |
|
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $373K | Sell |
|
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|
2021
Q3 | $357K | Sell |
|
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|
2021
Q2 | $378K | Sell |
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|
2021
Q1 | $388K | Sell |
|
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $1.05M | Buy |
|
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|
2020
Q2 | $905K | Buy |
|
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|
2020
Q1 | $820K | Buy |
|
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|
2019
Q4 | $826K | Buy |
|
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|
2019
Q3 | $281K | Sell |
|
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|
2019
Q2 | $716K | Buy |
|
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|
2019
Q1 | $615K | Buy |
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|
2018
Q4 | $480K | Buy |
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|
2018
Q3 | $214K | Buy |
|