Laurel Wealth Advisors (California)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $331K | Hold |
4,728
| – | – | 0.03% | 477 |
|
|
2022
Q3 | $302K | Sell |
4,728
-1,714
| -27% | -$109K | 0.03% | 484 |
|
|
2022
Q2 | $456K | Buy |
6,442
+1,493
| +30% | +$106K | 0.05% | 380 |
|
|
2022
Q1 | $358K | Sell |
4,949
-64
| -1% | -$4.63K | 0.03% | 524 |
|
|
2021
Q4 | $339K | Buy |
5,013
+1,586
| +46% | +$107K | 0.03% | 579 |
|
|
2021
Q3 | $214K | Sell |
3,427
-1,089
| -24% | -$68K | 0.04% | 424 |
|
|
2021
Q2 | $298K | Buy |
4,516
+241
| +6% | +$15.9K | 0.04% | 401 |
|
|
2021
Q1 | $284K | Sell |
4,275
-4
| -0.1% | -$266 | 0.04% | 369 |
|
|
2020
Q4 | $286K | Sell |
4,279
-198
| -4% | -$13.2K | 0.04% | 347 |
|
|
2020
Q3 | $309K | Hold |
4,477
| – | – | 0.05% | 292 |
|
|
2020
Q2 | $280K | Hold |
4,477
| – | – | 0.05% | 299 |
|
|
2020
Q1 | $270K | Sell |
4,477
-4
| -0.1% | -$241 | 0.06% | 291 |
|
|
2019
Q4 | $285K | Sell |
4,481
-2,299
| -34% | -$146K | 0.05% | 351 |
|
|
2019
Q3 | $440K | Buy |
6,780
+3,147
| +87% | +$204K | 0.08% | 274 |
|
|
2019
Q2 | $216K | Buy |
3,633
+7
| +0.2% | +$416 | 0.05% | 368 |
|
|
2019
Q1 | $204K | Buy |
+3,626
| New | +$204K | 0.05% | 361 |
|
|
2018
Q3 | – | Sell |
-5,364
| Closed | -$245K | – | 424 |
|
|
2018
Q2 | $245K | Sell |
5,364
-161
| -3% | -$7.35K | 0.07% | 313 |
|
|
2018
Q1 | $251K | Sell |
5,525
-445
| -7% | -$20.2K | 0.08% | 275 |
|
|
2017
Q4 | $287K | Buy |
+5,970
| New | +$287K | 0.08% | 265 |
|