Horan Securities’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-235
| Closed | -$14.6K | – | 684 |
|
|
2023
Q2 | $14.6K | Hold |
235
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $15.8K | Hold |
235
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $16.5K | Buy |
235
+71
| +43% | +$4.98K | 0.01% | 314 |
|
|
2022
Q3 | $10K | Hold |
164
| – | – | 0.01% | 355 |
|
|
2022
Q2 | $11K | Hold |
164
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $12K | Hold |
164
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $11K | Buy |
+164
| New | +$11K | 0.01% | 319 |
|
|
2021
Q2 | $11K | Hold |
164
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $11K | Sell |
164
-166
| -50% | -$11.1K | 0.01% | 266 |
|
|
2020
Q4 | $22K | Hold |
330
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $23K | Hold |
330
| – | – | 0.02% | 156 |
|
|
2020
Q2 | $21K | Hold |
330
| – | – | 0.02% | 123 |
|
|
2020
Q1 | $20K | Buy |
+330
| New | +$20K | 0.03% | 102 |
|
|
2019
Q4 | – | Sell |
-330
| Closed | -$21K | – | 234 |
|
|
2019
Q3 | $21K | Hold |
330
| – | – | 0.02% | 121 |
|
|
2019
Q2 | $20K | Buy |
+330
| New | +$20K | 0.02% | 123 |
|