Raymond James 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $964K | Buy |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $422K | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $401K | Sell |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $397K | Sell |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $340K | Buy |
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|
2017
Q3 | $330K | Buy |
|
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|
2017
Q2 | $319K | Buy |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $206K | Sell |
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|
2016
Q3 | $219K | Buy |
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|
2016
Q2 | $210K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $312K | Buy |
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|
2015
Q3 | $293K | Buy |
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