Enterprise Financial Services Corp (EFSC)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-139
| Closed | -$9K | – | 1234 |
|
2021
Q2 | $9K | Hold |
139
| – | – | ﹤0.01% | 797 |
|
2021
Q1 | $9K | Buy |
139
+52
| +60% | +$3.37K | ﹤0.01% | 807 |
|
2020
Q4 | $6K | Buy |
87
+12
| +16% | +$828 | ﹤0.01% | 858 |
|
2020
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 863 |
|
2020
Q2 | $5K | Sell |
75
-565
| -88% | -$37.7K | ﹤0.01% | 865 |
|
2020
Q1 | $39K | Buy |
640
+28
| +5% | +$1.71K | 0.01% | 392 |
|
2019
Q4 | $39K | Hold |
612
| – | – | 0.01% | 457 |
|
2019
Q3 | $40K | Hold |
612
| – | – | 0.01% | 440 |
|
2019
Q2 | $36K | Hold |
612
| – | – | 0.01% | 473 |
|
2019
Q1 | $34K | Hold |
612
| – | – | 0.01% | 479 |
|
2018
Q4 | $30K | Sell |
612
-91
| -13% | -$4.46K | 0.02% | 315 |
|
2018
Q3 | $33K | Buy |
703
+91
| +15% | +$4.27K | 0.02% | 349 |
|
2018
Q2 | $28K | Hold |
612
| – | – | 0.01% | 388 |
|
2018
Q1 | $28K | Buy |
612
+40
| +7% | +$1.83K | 0.01% | 402 |
|
2017
Q4 | $28K | Hold |
572
| – | – | 0.01% | 387 |
|
2017
Q3 | $27K | Hold |
572
| – | – | 0.01% | 391 |
|
2017
Q2 | $26K | Sell |
572
-35
| -6% | -$1.59K | 0.01% | 399 |
|
2017
Q1 | $27K | Hold |
607
| – | – | 0.01% | 396 |
|
2016
Q4 | $25K | Hold |
607
| – | – | 0.01% | 398 |
|
2016
Q3 | $25K | Hold |
607
| – | – | 0.01% | 377 |
|
2016
Q2 | $27K | Hold |
607
| – | – | 0.02% | 341 |
|
2016
Q1 | $25K | Hold |
607
| – | – | 0.02% | 353 |
|
2015
Q4 | $22K | Hold |
607
| – | – | 0.01% | 386 |
|
2015
Q3 | $21K | Hold |
607
| – | – | 0.01% | 386 |
|
2015
Q2 | $20K | Hold |
607
| – | – | 0.01% | 413 |
|
2015
Q1 | $21K | Hold |
607
| – | – | 0.01% | 421 |
|
2014
Q4 | $22K | Hold |
607
| – | – | 0.01% | 415 |
|
2014
Q3 | $18K | Hold |
607
| – | – | 0.01% | 466 |
|
2014
Q2 | $20K | Hold |
607
| – | – | 0.01% | 458 |
|
2014
Q1 | $18K | Sell |
607
-51
| -8% | -$1.51K | 0.01% | 468 |
|
2013
Q4 | $18K | Hold |
658
| – | – | 0.01% | 437 |
|
2013
Q3 | $18K | Hold |
658
| – | – | 0.01% | 417 |
|
2013
Q2 | $19K | Buy |
+658
| New | +$19K | 0.01% | 343 |
|