Next Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $102K | Buy |
1,512
+908
| +150% | +$61.3K | 0.01% | 1151 |
|
|
2021
Q3 | $38K | Buy |
604
+53
| +10% | +$3.33K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $36K | Buy |
551
+15
| +3% | +$980 | ﹤0.01% | 1526 |
|
|
2021
Q1 | $35K | Sell |
536
-362
| -40% | -$23.6K | ﹤0.01% | 1429 |
|
|
2020
Q4 | $60K | Sell |
898
-41
| -4% | -$2.74K | 0.01% | 1145 |
|
|
2020
Q3 | $65K | Buy |
+939
| New | +$65K | 0.01% | 1017 |
|
|
2020
Q2 | – | Sell |
-1,030
| Closed | -$62K | – | 1914 |
|
|
2020
Q1 | $62K | Sell |
1,030
-320
| -24% | -$19.3K | 0.01% | 915 |
|
|
2019
Q4 | $86K | Buy |
1,350
+315
| +30% | +$20.1K | 0.01% | 1008 |
|
|
2019
Q3 | $67K | Sell |
1,035
-1,215
| -54% | -$78.7K | 0.01% | 1048 |
|
|
2019
Q2 | $134K | Buy |
2,250
+545
| +32% | +$32.5K | 0.01% | 809 |
|
|
2019
Q1 | $96K | Sell |
1,705
-790
| -32% | -$44.5K | 0.02% | 545 |
|
|
2018
Q4 | $123K | Buy |
2,495
+490
| +24% | +$24.2K | 0.03% | 531 |
|
|
2018
Q3 | $95K | Buy |
+2,005
| New | +$95K | 0.04% | 369 |
|
|
2018
Q1 | – | Sell |
-4,311
| Closed | -$207K | – | 423 |
|
|
2017
Q4 | $207K | Sell |
4,311
-2,000
| -32% | -$96K | 0.09% | 248 |
|
|
2017
Q3 | $307K | Sell |
6,311
-1,600
| -20% | -$77.8K | 0.09% | 236 |
|
|
2017
Q2 | $363K | Sell |
7,911
-275
| -3% | -$12.6K | 0.09% | 239 |
|
|
2017
Q1 | $369K | Sell |
8,186
-3,675
| -31% | -$166K | 0.1% | 204 |
|
|
2016
Q4 | $483K | Buy |
11,861
+2,621
| +28% | +$107K | 0.08% | 264 |
|
|
2016
Q3 | $380K | Buy |
9,240
+2,950
| +47% | +$121K | 0.07% | 296 |
|
|
2016
Q2 | $281K | Buy |
6,290
+50
| +0.8% | +$2.23K | 0.09% | 229 |
|
|
2016
Q1 | $260K | Sell |
6,240
-1,925
| -24% | -$80.2K | 0.09% | 223 |
|
|
2015
Q4 | $293K | Sell |
8,165
-50
| -0.6% | -$1.79K | 0.11% | 187 |
|
|
2015
Q3 | $290K | Sell |
8,215
-400
| -5% | -$14.1K | 0.1% | 211 |
|
|
2015
Q2 | $277K | Sell |
8,615
-275
| -3% | -$8.84K | 0.1% | 225 |
|
|
2015
Q1 | $309K | Sell |
8,890
-350
| -4% | -$12.2K | 0.1% | 220 |
|
|
2014
Q4 | $332K | Sell |
9,240
-3,651
| -28% | -$131K | 0.11% | 206 |
|
|
2014
Q3 | $392K | Buy |
+12,891
| New | +$392K | 0.08% | 290 |
|