FinTrust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $270K | Hold |
4,129
| – | – | 0.05% | 263 |
|
|
2024
Q2 | $221K | Buy |
4,129
+3,141
| +318% | +$168K | 0.04% | 281 |
|
|
2024
Q1 | $53.1K | Hold |
988
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $61.2K | Buy |
988
+94
| +11% | +$5.82K | 0.01% | 441 |
|
|
2023
Q3 | $51.2K | Sell |
894
-271
| -23% | -$15.5K | 0.01% | 446 |
|
|
2023
Q2 | $81.7K | Hold |
1,165
| – | – | 0.02% | 375 |
|
|
2023
Q1 | $81.7K | Hold |
1,165
| – | – | 0.02% | 375 |
|
|
2022
Q4 | $81.7K | Buy |
1,165
+15
| +1% | +$1.05K | 0.02% | 375 |
|
|
2022
Q3 | $71K | Hold |
1,150
| – | – | 0.02% | 443 |
|
|
2022
Q2 | $79K | Hold |
1,150
| – | – | 0.02% | 443 |
|
|
2022
Q1 | $82K | Buy |
1,150
+381
| +50% | +$27.2K | 0.02% | 459 |
|
|
2021
Q4 | $52K | Hold |
769
| – | – | 0.01% | 540 |
|
|
2021
Q3 | $48K | Hold |
769
| – | – | 0.01% | 552 |
|
|
2021
Q2 | $51K | Hold |
769
| – | – | 0.01% | 548 |
|
|
2021
Q1 | $51K | Hold |
769
| – | – | 0.01% | 533 |
|
|
2020
Q4 | $51K | Hold |
769
| – | – | 0.02% | 492 |
|
|
2020
Q3 | $53 | Hold |
769
| – | – | 0.01% | 476 |
|
|
2020
Q2 | $48K | Hold |
769
| – | – | 0.02% | 499 |
|
|
2020
Q1 | $46K | Hold |
769
| – | – | 0.02% | 457 |
|
|
2019
Q4 | $49K | Hold |
769
| – | – | 0.02% | 442 |
|
|
2019
Q3 | $50K | Hold |
769
| – | – | 0.02% | 431 |
|
|
2019
Q2 | $46K | Sell |
769
-104
| -12% | -$6.22K | 0.02% | 427 |
|
|
2019
Q1 | $49K | Hold |
873
| – | – | 0.02% | 399 |
|
|
2018
Q4 | $43K | Buy |
+873
| New | +$43K | 0.02% | 407 |
|