Country Trust Bank’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 | $86.1K | Sell |
1,265
-412
| -25% | -$28.1K | ﹤0.01% | 170 |
|
|
2025
Q1 | $119K | Hold |
1,677
| – | – | ﹤0.01% | 142 |
|
|
2024
Q4 | $113K | Buy |
1,677
+1,401
| +508% | +$94.6K | ﹤0.01% | 148 |
|
|
2024
Q3 | $18K | Hold |
276
| – | – | ﹤0.01% | 231 |
|
|
2024
Q2 | $14.7K | Hold |
276
| – | – | ﹤0.01% | 229 |
|
|
2024
Q1 | $14.8K | Hold |
276
| – | – | ﹤0.01% | 216 |
|
|
2023
Q4 | $17.1K | Sell |
276
-259
| -48% | -$16K | ﹤0.01% | 205 |
|
|
2023
Q3 | $30.6K | Buy |
535
+276
| +107% | +$15.8K | ﹤0.01% | 190 |
|
|
2023
Q2 | $16.1K | Hold |
259
| – | – | ﹤0.01% | 224 |
|
|
2023
Q1 | $17.5K | Hold |
259
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $18.2K | Sell |
259
-91
| -26% | -$6.38K | ﹤0.01% | 228 |
|
|
2022
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 243 |
|
|
2022
Q2 | $25K | Hold |
350
| – | – | ﹤0.01% | 237 |
|
|
2022
Q1 | $25K | Hold |
350
| – | – | ﹤0.01% | 253 |
|
|
2021
Q4 | $24K | Hold |
350
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 269 |
|
|
2021
Q2 | $23K | Hold |
350
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $23K | Hold |
350
| – | – | ﹤0.01% | 245 |
|
|
2020
Q4 | $23K | Hold |
350
| – | – | ﹤0.01% | 226 |
|
|
2020
Q3 | $24K | Sell |
350
-6,384
| -95% | -$438K | ﹤0.01% | 202 |
|
|
2020
Q2 | $421K | Sell |
6,734
-750
| -10% | -$46.9K | 0.02% | 88 |
|
|
2020
Q1 | $451K | Buy |
7,484
+7,134
| +2,038% | +$430K | 0.02% | 88 |
|
|
2019
Q4 | $22K | Hold |
350
| – | – | ﹤0.01% | 195 |
|
|
2019
Q3 | $23K | Sell |
350
-350
| -50% | -$23K | ﹤0.01% | 184 |
|
|
2019
Q2 | $41K | Buy |
700
+350
| +100% | +$20.5K | ﹤0.01% | 160 |
|
|
2019
Q1 | $20K | Sell |
350
-142
| -29% | -$8.11K | ﹤0.01% | 189 |
|
|
2018
Q4 | $24K | Hold |
492
| – | – | ﹤0.01% | 187 |
|
|
2018
Q3 | $23K | Hold |
492
| – | – | ﹤0.01% | 178 |
|
|
2018
Q2 | $22K | Buy |
492
+142
| +41% | +$6.35K | ﹤0.01% | 176 |
|
|
2018
Q1 | $16K | Hold |
350
| – | – | ﹤0.01% | 199 |
|
|
2017
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 180 |
|
|
2017
Q3 | $17K | Hold |
350
| – | – | ﹤0.01% | 173 |
|
|
2017
Q2 | $16K | Hold |
350
| – | – | ﹤0.01% | 170 |
|
|
2017
Q1 | $16K | Hold |
350
| – | – | ﹤0.01% | 160 |
|
|
2016
Q4 | $14K | Buy |
+350
| New | +$14K | ﹤0.01% | 177 |
|