Roosevelt Investment Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $902K | Hold |
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|
2022
Q2 | $998K | Sell |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $973K | Buy |
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|
2021
Q3 | $872K | Hold |
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|
2021
Q2 | $920K | Hold |
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|
2021
Q1 | $928K | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $501K | Hold |
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|
2015
Q3 | $494K | Hold |
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|
2015
Q2 | $449K | Hold |
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|
2015
Q1 | $486K | Hold |
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|
2014
Q4 | $501K | Hold |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $450K | Hold |
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|
2014
Q1 | $424K | Hold |
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|
2013
Q4 | $390K | Hold |
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|
2013
Q3 | $385K | Hold |
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|
2013
Q2 | $395K | Buy |
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