Riverview Trust Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Hold |
|
|||||
|
2025
Q2 | $135K | Sell |
|
|||||
|
2025
Q1 | $165K | Sell |
|
|||||
|
2024
Q4 | $159K | Hold |
|
|||||
|
2024
Q3 | $153K | Buy |
|
|||||
|
2024
Q2 | $125K | Hold |
|
|||||
|
2024
Q1 | $125K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $133K | Sell |
|
|||||
|
2023
Q2 | $158K | Hold |
|
|||||
|
2023
Q1 | $172K | Buy |
|
|||||
|
2022
Q4 | $164K | Sell |
|
|||||
|
2022
Q3 | $180K | Hold |
|
|||||
|
2022
Q2 | $199K | Hold |
|
|||||
|
2022
Q1 | $203K | Buy |
|
|||||
|
2021
Q4 | $158 | Hold |
|
|||||
|
2021
Q3 | $146K | Hold |
|
|||||
|
2021
Q2 | $154K | Hold |
|
|||||
|
2021
Q1 | $155K | Hold |
|
|||||
|
2020
Q4 | $156K | Sell |
|
|||||
|
2020
Q3 | $249K | Sell |
|
|||||
|
2020
Q2 | $352K | Hold |
|
|||||
|
2020
Q1 | $340K | Sell |
|
|||||
|
2019
Q4 | $416K | Sell |
|
|||||
|
2019
Q3 | $428K | Sell |
|
|||||
|
2019
Q2 | $394K | Hold |
|
|||||
|
2019
Q1 | $372K | Hold |
|
|||||
|
2018
Q4 | $326K | Buy |
|