Reilly Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $250K | Hold |
3,691
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $231K | Hold |
3,691
| – | – | 0.02% | 183 |
|
|
2021
Q2 | $243K | Sell |
3,691
-160
| -4% | -$10.5K | 0.02% | 189 |
|
|
2021
Q1 | $256K | Hold |
3,851
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $257K | Hold |
3,851
| – | – | 0.02% | 168 |
|
|
2020
Q3 | $266K | Hold |
3,851
| – | – | 0.03% | 159 |
|
|
2020
Q2 | $241K | Hold |
3,851
| – | – | 0.03% | 158 |
|
|
2020
Q1 | $232K | Hold |
3,851
| – | – | 0.03% | 158 |
|
|
2019
Q4 | $244K | Buy |
3,851
+950
| +33% | +$60.2K | 0.03% | 173 |
|
|
2019
Q3 | $188K | Hold |
2,901
| – | – | 0.02% | 189 |
|
|
2019
Q2 | $173K | Hold |
2,901
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $163K | Hold |
2,901
| – | – | 0.02% | 189 |
|
|
2018
Q4 | $143K | Hold |
2,901
| – | – | 0.02% | 196 |
|
|
2018
Q3 | $137K | Hold |
2,901
| – | – | 0.02% | 204 |
|
|
2018
Q2 | $133K | Hold |
2,901
| – | – | 0.02% | 190 |
|
|
2018
Q1 | $132K | Hold |
2,901
| – | – | 0.02% | 191 |
|
|
2017
Q4 | $140K | Hold |
2,901
| – | – | 0.02% | 191 |
|
|
2017
Q3 | $137K | Hold |
2,901
| – | – | 0.02% | 183 |
|
|
2017
Q2 | $133K | Hold |
2,901
| – | – | 0.02% | 185 |
|
|
2017
Q1 | $129K | Buy |
2,901
+160
| +6% | +$7.12K | 0.02% | 176 |
|
|
2016
Q4 | $112K | Hold |
2,741
| – | – | 0.02% | 186 |
|
|
2016
Q3 | $113K | Hold |
2,741
| – | – | 0.02% | 179 |
|
|
2016
Q2 | $123K | Buy |
+2,741
| New | +$123K | 0.02% | 173 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1107 |
|
|
2015
Q4 | – | Sell |
-2,741
| Closed | -$97K | – | 1136 |
|
|
2015
Q3 | $97K | Hold |
2,741
| – | – | 0.02% | 263 |
|
|
2015
Q2 | $88K | Hold |
2,741
| – | – | 0.02% | 309 |
|
|
2015
Q1 | $95K | Buy |
+2,741
| New | +$95K | 0.02% | 284 |
|
|
2014
Q2 | – | Sell |
-1,531
| Closed | -$46K | – | 894 |
|
|
2014
Q1 | $46K | Buy |
1,531
+369
| +32% | +$11.1K | 0.01% | 290 |
|
|
2013
Q4 | $32K | Sell |
1,162
-800
| -41% | -$22K | 0.01% | 319 |
|
|
2013
Q3 | $54K | Buy |
1,962
+400
| +26% | +$11K | 0.02% | 205 |
|
|
2013
Q2 | $44K | Buy |
+1,562
| New | +$44K | 0.01% | 236 |
|