OneDigital Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
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|
2025
Q1 | $925K | Buy |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $924K | Buy |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $461K | Buy |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $491K | Buy |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | $130K | Hold |
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|
2019
Q1 | $123K | Buy |
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|
2018
Q4 | $84K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $201K | Sell |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $232K | Buy |
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|
2017
Q3 | $41K | Sell |
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|
2017
Q2 | $157K | Buy |
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