Lincoln National Corp’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,082
| Closed | -$327K | – | 1142 |
|
|
2024
Q1 | $327K | Buy |
6,082
+783
| +15% | +$42.1K | 0.01% | 918 |
|
|
2023
Q4 | $328K | Buy |
5,299
+1,156
| +28% | +$71.6K | 0.01% | 841 |
|
|
2023
Q3 | $237K | Sell |
4,143
-401
| -9% | -$22.9K | ﹤0.01% | 893 |
|
|
2023
Q2 | $283K | Sell |
4,544
-31
| -0.7% | -$1.93K | 0.01% | 817 |
|
|
2023
Q1 | $309K | Sell |
4,575
-175
| -4% | -$11.8K | 0.01% | 758 |
|
|
2022
Q4 | $333K | Buy |
4,750
+393
| +9% | +$27.6K | 0.01% | 669 |
|
|
2022
Q3 | $279K | Buy |
4,357
+540
| +14% | +$34.6K | 0.01% | 686 |
|
|
2022
Q2 | $270K | Buy |
3,817
+350
| +10% | +$24.8K | 0.01% | 693 |
|
|
2022
Q1 | $251K | Buy |
3,467
+149
| +4% | +$10.8K | 0.01% | 779 |
|
|
2021
Q4 | $225K | Sell |
3,318
-142
| -4% | -$9.63K | ﹤0.01% | 803 |
|
|
2021
Q3 | $217K | Sell |
3,460
-620
| -15% | -$38.9K | ﹤0.01% | 802 |
|
|
2021
Q2 | $269K | Sell |
4,080
-1,008
| -20% | -$66.5K | 0.01% | 710 |
|
|
2021
Q1 | $339K | Sell |
5,088
-735
| -13% | -$49K | 0.01% | 580 |
|
|
2020
Q4 | $388K | Sell |
5,823
-428
| -7% | -$28.5K | 0.01% | 500 |
|
|
2020
Q3 | $431K | Buy |
6,251
+20
| +0.3% | +$1.38K | 0.01% | 410 |
|
|
2020
Q2 | $389K | Buy |
6,231
+2,147
| +53% | +$134K | 0.01% | 428 |
|
|
2020
Q1 | $246K | Buy |
4,084
+59
| +1% | +$3.55K | 0.01% | 491 |
|
|
2019
Q4 | $256K | Buy |
4,025
+512
| +15% | +$32.6K | 0.01% | 537 |
|
|
2019
Q3 | $228K | Sell |
3,513
-3
| -0.1% | -$195 | 0.01% | 516 |
|
|
2019
Q2 | $209K | Buy |
+3,516
| New | +$209K | 0.01% | 519 |
|
|
2018
Q1 | – | Sell |
-5,893
| Closed | -$284K | – | 627 |
|
|
2017
Q4 | $284K | Buy |
+5,893
| New | +$284K | 0.01% | 512 |
|