Homrich & Berg’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $951K | Buy |
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|
2018
Q2 | $913K | Buy |
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|
2018
Q1 | $809K | Buy |
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|
2017
Q4 | $678K | Buy |
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|
2017
Q3 | $643K | Hold |
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|
2017
Q2 | $623K | Buy |
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|
2017
Q1 | $553K | Buy |
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|
2016
Q4 | $457K | Buy |
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|
2016
Q3 | $431K | Buy |
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|
2016
Q2 | $407K | Buy |
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|
2016
Q1 | $380K | Buy |
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|
2015
Q4 | $316K | Buy |
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|
2015
Q3 | $272K | Buy |
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|
2015
Q2 | $244K | Buy |
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