Samalin Investment Counsel’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,096
| Closed | -$220K | – | 281 |
|
|
2024
Q1 | $220K | Buy |
4,096
+19
| +0.5% | +$1.02K | 0.1% | 252 |
|
|
2023
Q4 | $252K | Sell |
4,077
-683
| -14% | -$42.3K | 0.13% | 228 |
|
|
2023
Q3 | $272K | Buy |
4,760
+17
| +0.4% | +$973 | 0.16% | 185 |
|
|
2023
Q2 | $295K | Buy |
4,743
+715
| +18% | +$44.5K | 0.16% | 180 |
|
|
2023
Q1 | $272K | Sell |
4,028
-722
| -15% | -$48.7K | 0.16% | 182 |
|
|
2022
Q4 | $333K | Sell |
4,750
-750
| -14% | -$52.6K | 0.21% | 142 |
|
|
2022
Q3 | $352K | Hold |
5,500
| – | – | 0.26% | 121 |
|
|
2022
Q2 | $389K | Hold |
5,500
| – | – | 0.27% | 117 |
|
|
2022
Q1 | $397K | Hold |
5,500
| – | – | 0.24% | 130 |
|
|
2021
Q4 | $372K | Hold |
5,500
| – | – | 0.22% | 142 |
|
|
2021
Q3 | $344K | Hold |
5,500
| – | – | 0.22% | 155 |
|
|
2021
Q2 | $362K | Hold |
5,500
| – | – | 0.23% | 153 |
|
|
2021
Q1 | $365K | Hold |
5,500
| – | – | 0.24% | 136 |
|
|
2020
Q4 | $367K | Buy |
+5,500
| New | +$367K | 0.28% | 121 |
|