Pinnacle Bancorp’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 | $93.1K | Hold |
1,367
| – | – | 0.03% | 329 |
|
2025
Q1 | $96.8K | Sell |
1,367
-130
| -9% | -$9.2K | 0.03% | 316 |
|
2024
Q4 | $101K | Hold |
1,497
| – | – | 0.03% | 310 |
|
2024
Q3 | $97.8K | Hold |
1,497
| – | – | 0.03% | 299 |
|
2024
Q2 | $80K | Hold |
1,497
| – | – | 0.02% | 317 |
|
2024
Q1 | $80.5K | Sell |
1,497
-120
| -7% | -$6.45K | 0.02% | 323 |
|
2023
Q4 | $100K | Hold |
1,617
| – | – | 0.03% | 273 |
|
2023
Q3 | $92.5K | Hold |
1,617
| – | – | 0.03% | 269 |
|
2023
Q2 | $101K | Hold |
1,617
| – | – | 0.03% | 259 |
|
2023
Q1 | $109K | Hold |
1,617
| – | – | 0.04% | 243 |
|
2022
Q4 | $113K | Sell |
1,617
-49
| -3% | -$3.42K | 0.04% | 232 |
|
2022
Q3 | $107K | Hold |
1,666
| – | – | 0.05% | 226 |
|
2022
Q2 | $118K | Hold |
1,666
| – | – | 0.05% | 210 |
|
2022
Q1 | $120K | Hold |
1,666
| – | – | 0.04% | 227 |
|
2021
Q4 | $113K | Hold |
1,666
| – | – | 0.04% | 236 |
|
2021
Q3 | $104K | Hold |
1,666
| – | – | 0.04% | 237 |
|
2021
Q2 | $110K | Hold |
1,666
| – | – | 0.05% | 229 |
|
2021
Q1 | $111K | Hold |
1,666
| – | – | 0.05% | 214 |
|
2020
Q4 | $111K | Hold |
1,666
| – | – | 0.07% | 215 |
|
2020
Q3 | $115K | Sell |
1,666
-96
| -5% | -$6.63K | 0.08% | 186 |
|
2020
Q2 | $110K | Hold |
1,762
| – | – | 0.08% | 190 |
|
2020
Q1 | $106K | Hold |
1,762
| – | – | 0.09% | 180 |
|
2019
Q4 | $112K | Hold |
1,762
| – | – | 0.08% | 195 |
|
2019
Q3 | $114K | Hold |
1,762
| – | – | 0.07% | 191 |
|
2019
Q2 | $105K | Hold |
1,762
| – | – | 0.06% | 198 |
|
2019
Q1 | $99K | Hold |
1,762
| – | – | 0.06% | 208 |
|
2018
Q4 | $87K | Buy |
+1,762
| New | +$87K | 0.05% | 214 |
|
2017
Q1 | $81K | Buy |
+1,832
| New | +$81K | 0.06% | 217 |
|