OneDigital Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
12,571
-499
| -4% | -$34K | 0.01% | 688 |
|
|
2025
Q1 | $925K | Buy |
13,070
+890
| +7% | +$63K | 0.01% | 631 |
|
|
2024
Q4 | $822K | Sell |
12,180
-1,968
| -14% | -$133K | 0.01% | 702 |
|
|
2024
Q3 | $924K | Buy |
14,148
+998
| +8% | +$65.2K | 0.01% | 681 |
|
|
2024
Q2 | $702K | Buy |
13,150
+4,157
| +46% | +$222K | 0.01% | 758 |
|
|
2024
Q1 | $483K | Buy |
8,993
+484
| +6% | +$26K | 0.01% | 752 |
|
|
2023
Q4 | $527K | Buy |
8,509
+2,309
| +37% | +$143K | 0.01% | 699 |
|
|
2023
Q3 | $355K | Sell |
6,200
-912
| -13% | -$52.2K | 0.01% | 750 |
|
|
2023
Q2 | $442K | Buy |
7,112
+1,117
| +19% | +$69.4K | 0.01% | 684 |
|
|
2023
Q1 | $404K | Buy |
5,995
+650
| +12% | +$43.8K | 0.01% | 688 |
|
|
2022
Q4 | $375K | Buy |
5,345
+360
| +7% | +$25.2K | 0.01% | 594 |
|
|
2022
Q3 | $319K | Sell |
4,985
-136
| -3% | -$8.7K | 0.01% | 579 |
|
|
2022
Q2 | $362K | Sell |
5,121
-3,357
| -40% | -$237K | 0.02% | 513 |
|
|
2022
Q1 | $612K | Buy |
8,478
+388
| +5% | +$28K | 0.02% | 383 |
|
|
2021
Q4 | $547K | Buy |
8,090
+3,244
| +67% | +$219K | 0.02% | 412 |
|
|
2021
Q3 | $303K | Sell |
4,846
-2,624
| -35% | -$164K | 0.01% | 569 |
|
|
2021
Q2 | $493K | Buy |
7,470
+551
| +8% | +$36.4K | 0.02% | 412 |
|
|
2021
Q1 | $461K | Buy |
6,919
+2,837
| +70% | +$189K | 0.02% | 395 |
|
|
2020
Q4 | $272K | Sell |
4,082
-3,332
| -45% | -$222K | 0.01% | 509 |
|
|
2020
Q3 | $516K | Sell |
7,414
-166
| -2% | -$11.6K | 0.04% | 300 |
|
|
2020
Q2 | $491K | Buy |
7,580
+1,927
| +34% | +$125K | 0.04% | 311 |
|
|
2020
Q1 | $341K | Buy |
5,653
+2,318
| +70% | +$140K | 0.03% | 333 |
|
|
2019
Q4 | $212K | Hold |
3,335
| – | – | 0.02% | 492 |
|
|
2019
Q3 | $216K | Buy |
3,335
+1,154
| +53% | +$74.7K | 0.02% | 474 |
|
|
2019
Q2 | $130K | Hold |
2,181
| – | – | 0.01% | 437 |
|
|
2019
Q1 | $123K | Buy |
2,181
+477
| +28% | +$26.9K | 0.02% | 346 |
|
|
2018
Q4 | $84K | Buy |
+1,704
| New | +$84K | 0.01% | 366 |
|
|
2018
Q3 | – | Sell |
-4,408
| Closed | -$201K | – | 1282 |
|
|
2018
Q2 | $201K | Sell |
4,408
-434
| -9% | -$19.8K | 0.04% | 219 |
|
|
2018
Q1 | $220K | Buy |
4,842
+1
| +0% | +$45 | 0.05% | 214 |
|
|
2017
Q4 | $232K | Buy |
4,841
+3,971
| +456% | +$190K | 0.03% | 209 |
|
|
2017
Q3 | $41K | Sell |
870
-2,553
| -75% | -$120K | 0.02% | 438 |
|
|
2017
Q2 | $157K | Buy |
+3,423
| New | +$157K | 0.05% | 232 |
|