Laurel Wealth Advisors (California)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $331K | Hold |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $285K | Sell |
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|
2019
Q3 | $440K | Buy |
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|
2019
Q2 | $216K | Buy |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $251K | Sell |
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|
2017
Q4 | $287K | Buy |
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