RHJA
Rice Hall James & Associates’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,871
| Closed | -$309K | – | 288 |
|
|
2019
Q4 | $309K | Hold |
4,871
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $316K | Hold |
4,871
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $290K | Hold |
4,871
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $274K | Hold |
4,871
| – | – | 0.01% | 284 |
|
|
2018
Q4 | $240K | Hold |
4,871
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $230K | Hold |
4,871
| – | – | 0.01% | 291 |
|
|
2018
Q2 | $223K | Hold |
4,871
| – | – | 0.01% | 289 |
|
|
2018
Q1 | $222K | Hold |
4,871
| – | – | 0.01% | 286 |
|
|
2017
Q4 | $234K | Hold |
4,871
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $230K | Sell |
4,871
-822
| -14% | -$38.8K | 0.01% | 281 |
|
|
2017
Q2 | $261K | Sell |
5,693
-304
| -5% | -$13.9K | 0.01% | 280 |
|
|
2017
Q1 | $267K | Sell |
5,997
-300
| -5% | -$13.4K | 0.01% | 285 |
|
|
2016
Q4 | $256K | Hold |
6,297
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $259K | Hold |
6,297
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $282K | Sell |
6,297
-1,000
| -14% | -$44.8K | 0.02% | 277 |
|
|
2016
Q1 | $305K | Hold |
7,297
| – | – | 0.02% | 273 |
|
|
2015
Q4 | $262K | Hold |
7,297
| – | – | 0.02% | 285 |
|
|
2015
Q3 | $258K | Hold |
7,297
| – | – | 0.02% | 286 |
|
|
2015
Q2 | $235K | Sell |
7,297
-1,468
| -17% | -$47.3K | 0.01% | 300 |
|
|
2015
Q1 | $305K | Hold |
8,765
| – | – | 0.02% | 296 |
|
|
2014
Q4 | $315K | Hold |
8,765
| – | – | 0.02% | 287 |
|
|
2014
Q3 | $266K | Hold |
8,765
| – | – | 0.02% | 281 |
|
|
2014
Q2 | $282K | Hold |
8,765
| – | – | 0.02% | 283 |
|
|
2014
Q1 | $266K | Hold |
8,765
| – | – | 0.02% | 286 |
|
|
2013
Q4 | $245K | Sell |
8,765
-2,000
| -19% | -$55.9K | 0.02% | 285 |
|
|
2013
Q3 | $297K | Hold |
10,765
| – | – | 0.03% | 257 |
|
|
2013
Q2 | $305K | Buy |
+10,765
| New | +$305K | 0.03% | 252 |
|