CoreFirst Bank & Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
3,370
| – | – | 0.13% | 110 |
|
|
2025
Q1 | $239K | Sell |
3,370
-144
| -4% | -$10.2K | 0.15% | 105 |
|
|
2024
Q4 | $237K | Sell |
3,514
-45
| -1% | -$3.04K | 0.14% | 106 |
|
|
2024
Q3 | $232K | Buy |
+3,559
| New | +$232K | 0.13% | 117 |
|
|
2024
Q2 | – | Sell |
-3,559
| Closed | -$191K | – | 350 |
|
|
2024
Q1 | $191K | Hold |
3,559
| – | – | 0.12% | 126 |
|
|
2023
Q4 | $220K | Hold |
3,559
| – | – | 0.15% | 115 |
|
|
2023
Q3 | $204K | Hold |
3,559
| – | – | 0.14% | 119 |
|
|
2023
Q2 | $221K | Hold |
3,559
| – | – | 0.16% | 120 |
|
|
2023
Q1 | $240K | Hold |
3,559
| – | – | 0.17% | 117 |
|
|
2022
Q4 | $250K | Hold |
3,559
| – | – | 0.19% | 115 |
|
|
2022
Q3 | $228K | Hold |
3,559
| – | – | 0.2% | 112 |
|
|
2022
Q2 | $252K | Hold |
3,559
| – | – | 0.2% | 111 |
|
|
2022
Q1 | $257K | Hold |
3,559
| – | – | 0.18% | 114 |
|
|
2021
Q4 | $241K | Hold |
3,559
| – | – | 0.16% | 122 |
|
|
2021
Q3 | $222K | Hold |
3,559
| – | – | 0.15% | 127 |
|
|
2021
Q2 | $234K | Hold |
3,559
| – | – | 0.16% | 124 |
|
|
2021
Q1 | $237K | Hold |
3,559
| – | – | 0.16% | 121 |
|
|
2020
Q4 | $237K | Buy |
+3,559
| New | +$237K | 0.18% | 110 |
|