Parkside Financial Bank & Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $131K | Sell |
1,651
-243
| -13% | -$19.1K | 0.01% | 582 |
|
|
2025
Q4 | $140K | Buy |
1,894
+316
| +20% | +$24.9K | 0.01% | 565 |
|
|
2025
Q3 | $127K | Buy |
1,578
+1
| +0.1% | +$72 | 0.01% | 584 |
|
|
2025
Q2 | $107K | Buy |
1,577
+527
| +50% | +$36.5K | 0.01% | 634 |
|
|
2025
Q1 | $74.3K | Sell |
1,050
-7
| -0.7% | -$477 | 0.01% | 695 |
|
|
2024
Q4 | $71.4K | Buy |
1,057
+40
| +4% | +$2.68K | 0.01% | 682 |
|
|
2024
Q3 | $66.4K | Buy |
1,017
+15
| +1% | +$890 | 0.01% | 673 |
|
|
2024
Q2 | $53.5K | Sell |
1,002
-686
| -41% | -$37.3K | 0.01% | 726 |
|
|
2024
Q1 | $90.7K | Sell |
1,688
-198
| -10% | -$11.3K | 0.01% | 564 |
|
|
2023
Q4 | $117K | Buy |
1,886
+536
| +40% | +$32.2K | 0.02% | 430 |
|
|
2023
Q3 | $77.2K | Buy |
1,350
+136
| +11% | +$8.17K | 0.02% | 491 |
|
|
2023
Q2 | $75.4K | Buy |
1,214
+49
| +4% | +$3.27K | 0.02% | 491 |
|
|
2023
Q1 | $78.6K | Buy |
1,165
+465
| +66% | +$31.4K | 0.02% | 453 |
|
|
2022
Q4 | $49.1K | Sell |
700
-51
| -7% | -$3.39K | 0.01% | 576 |
|
|
2022
Q3 | $48K | Buy |
751
+54
| +8% | +$3.93K | 0.02% | 537 |
|
|
2022
Q2 | $49K | Buy |
697
+82
| +13% | +$5.97K | 0.02% | 533 |
|
|
2022
Q1 | $45K | Buy |
615
+70
| +13% | +$4.81K | 0.01% | 579 |
|
|
2021
Q4 | $37K | Buy |
545
+12
| +2% | +$782 | 0.01% | 623 |
|
|
2021
Q3 | $34K | Sell |
533
-26
| -5% | -$1.76K | 0.01% | 616 |
|
|
2021
Q2 | $37K | Buy |
559
+30
| +6% | +$2.09K | 0.01% | 592 |
|
|
2021
Q1 | $36K | Sell |
529
-6
| -1% | -$379 | 0.01% | 584 |
|
|
2020
Q4 | $36K | Sell |
535
-39
| -7% | -$2.72K | 0.01% | 555 |
|
|
2020
Q3 | $40K | Buy |
574
+25
| +5% | +$1.71K | 0.01% | 465 |
|
|
2020
Q2 | $34K | Buy |
549
+62
| +13% | +$3.91K | 0.01% | 507 |
|
|
2020
Q1 | $29K | Hold |
487
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $31K | Buy |
487
+38
| +8% | +$2.38K | 0.01% | 544 |
|
|
2019
Q3 | $29K | Buy |
449
+21
| +5% | +$1.31K | 0.01% | 523 |
|
|
2019
Q2 | $25K | Buy |
428
+13
| +3% | +$747 | 0.01% | 574 |
|
|
2019
Q1 | $23K | Buy |
415
+174
| +72% | +$9.26K | 0.01% | 568 |
|
|
2018
Q4 | $12K | Buy |
241
+42
| +21% | +$2.11K | ﹤0.01% | 712 |
|
|
2018
Q3 | $10K | Sell |
199
-9
| -4% | -$425 | ﹤0.01% | 773 |
|
|
2018
Q2 | $10K | Buy |
208
+26
| +14% | +$1.16K | ﹤0.01% | 758 |
|
|
2018
Q1 | $9K | Buy |
182
+36
| +25% | +$1.6K | ﹤0.01% | 759 |
|
|
2017
Q4 | $7K | Hold |
146
| – | – | ﹤0.01% | 811 |
|
|
2017
Q3 | $7K | Sell |
146
-6
| -4% | -$288 | ﹤0.01% | 810 |
|
|
2017
Q2 | $7K | Buy |
152
+105
| +223% | +$4.83K | ﹤0.01% | 818 |
|
|
2017
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 992 |
|
|
2016
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 980 |
|
|
2016
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 960 |
|
|
2016
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 932 |
|
|
2015
Q4 | $2K | Sell |
47
-20
| -30% | -$714 | ﹤0.01% | 938 |
|
|
2015
Q3 | $2K | Buy |
+67
| New | +$2.28K | ﹤0.01% | 939 |
|
Other funds holding XEL
VCM
VPM
