Gideon Capital Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $490K | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.78M | Sell |
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|
2018
Q4 | $3.4M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $379K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $2.5M | Buy |
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|
2016
Q2 | $1.16M | Buy |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $294K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $740K | Sell |
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|
2014
Q3 | $2.2M | Buy |
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|
2014
Q2 | $278K | Sell |
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|
2014
Q1 | $2.25M | Buy |
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|
2013
Q4 | $1.52M | Buy |
|