Leavell Investment Management’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 |
-4,860
| Closed | -$305K | – | 467 |
|
|
2023
Q2 | $305K | Hold |
4,860
| – | – | 0.02% | 393 |
|
|
2023
Q1 | $330K | Hold |
4,860
| – | – | 0.02% | 373 |
|
|
2022
Q4 | $343K | Hold |
4,860
| – | – | 0.03% | 362 |
|
|
2022
Q3 | $313K | Hold |
4,860
| – | – | 0.02% | 366 |
|
|
2022
Q2 | $346K | Hold |
4,860
| – | – | 0.03% | 359 |
|
|
2022
Q1 | $353K | Hold |
4,860
| – | – | 0.02% | 347 |
|
|
2021
Q4 | $331K | Buy |
4,860
+38
| +0.8% | +$2.59K | 0.02% | 365 |
|
|
2021
Q3 | $304K | Sell |
4,822
-298
| -6% | -$18.8K | 0.02% | 348 |
|
|
2021
Q2 | $345K | Hold |
5,120
| – | – | 0.03% | 324 |
|
|
2021
Q1 | $345K | Buy |
5,120
+625
| +14% | +$42.1K | 0.03% | 324 |
|
|
2020
Q4 | $302K | Buy |
4,495
+1,060
| +31% | +$71.2K | 0.03% | 332 |
|
|
2020
Q3 | $239K | Hold |
3,435
| – | – | 0.02% | 338 |
|
|
2020
Q2 | $216K | Hold |
3,435
| – | – | 0.02% | 344 |
|
|
2020
Q1 | $209K | Sell |
3,435
-54
| -2% | -$3.29K | 0.02% | 338 |
|
|
2019
Q4 | $223K | Buy |
3,489
+54
| +2% | +$3.45K | 0.02% | 365 |
|
|
2019
Q3 | $224K | Buy |
+3,435
| New | +$224K | 0.02% | 357 |
|