Ladenburg Thalmann Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.94M | Sell |
78,237
-31
| -0% | -$1.96K | 0.03% | 486 |
|
|
2019
Q3 | $5.08M | Buy |
78,268
+1,458
| +2% | +$94.6K | 0.04% | 458 |
|
|
2019
Q2 | $4.57M | Sell |
76,810
-3,729
| -5% | -$222K | 0.03% | 471 |
|
|
2019
Q1 | $4.52M | Sell |
80,539
-3,243
| -4% | -$182K | 0.03% | 464 |
|
|
2018
Q4 | $4.11M | Buy |
83,782
+8,782
| +12% | +$431K | 0.04% | 432 |
|
|
2018
Q3 | $3.54M | Buy |
75,000
+1,826
| +2% | +$86.2K | 0.03% | 502 |
|
|
2018
Q2 | $3.33M | Hold |
73,174
| – | – | 0.03% | 494 |
|
|
2018
Q1 | $3.33M | Sell |
73,174
-8,915
| -11% | -$405K | 0.03% | 494 |
|
|
2017
Q4 | $3.95M | Buy |
82,089
+4,434
| +6% | +$213K | 0.04% | 426 |
|
|
2017
Q3 | $3.67M | Buy |
77,655
+6,849
| +10% | +$324K | 0.04% | 401 |
|
|
2017
Q2 | $3.25M | Buy |
70,806
+2,511
| +4% | +$115K | 0.04% | 419 |
|
|
2017
Q1 | $3.04M | Buy |
68,295
+1,891
| +3% | +$84K | 0.04% | 413 |
|
|
2016
Q4 | $2.7M | Sell |
66,404
-2,969
| -4% | -$121K | 0.04% | 410 |
|
|
2016
Q3 | $2.85M | Sell |
69,373
-571
| -0.8% | -$23.5K | 0.04% | 385 |
|
|
2016
Q2 | $3.13M | Buy |
69,944
+1,080
| +2% | +$48.4K | 0.05% | 331 |
|
|
2016
Q1 | $2.88M | Buy |
68,864
+2,903
| +4% | +$121K | 0.05% | 332 |
|
|
2015
Q4 | $2.37M | Sell |
65,961
-3,769
| -5% | -$135K | 0.04% | 374 |
|
|
2015
Q3 | $2.47M | Sell |
69,730
-3,542
| -5% | -$125K | 0.05% | 330 |
|
|
2015
Q2 | $2.36M | Buy |
73,272
+2,243
| +3% | +$72.2K | 0.04% | 381 |
|
|
2015
Q1 | $2.47M | Buy |
71,029
+13,102
| +23% | +$456K | 0.05% | 365 |
|
|
2014
Q4 | $2.08M | Buy |
57,927
+25,062
| +76% | +$900K | 0.05% | 342 |
|
|
2014
Q3 | $999K | Buy |
32,865
+56
| +0.2% | +$1.7K | 0.03% | 506 |
|
|
2014
Q2 | $1.06M | Buy |
32,809
+2,044
| +7% | +$65.9K | 0.03% | 490 |
|
|
2014
Q1 | $934K | Buy |
30,765
+435
| +1% | +$13.2K | 0.03% | 479 |
|
|
2013
Q4 | $847K | Buy |
30,330
+1,508
| +5% | +$42.1K | 0.03% | 505 |
|
|
2013
Q3 | $796K | Buy |
28,822
+3,494
| +14% | +$96.5K | 0.03% | 489 |
|
|
2013
Q2 | $719K | Buy |
+25,328
| New | +$719K | 0.03% | 501 |
|