Sandy Spring Bank’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
Q1 | $404K | Sell |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $135K | Hold |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $164K | Hold |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $111K | Sell |
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|
2018
Q3 | $136K | Sell |
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|
2018
Q2 | $144K | Sell |
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|
2018
Q1 | $191K | Sell |
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|
2017
Q4 | $219K | Buy |
|
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|
2017
Q3 | $178K | Buy |
|
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|
2017
Q2 | $110K | Buy |
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|
2017
Q1 | $86K | Hold |
|
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|
2016
Q4 | $78K | Hold |
|
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|
2016
Q3 | $79K | Hold |
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|
2016
Q2 | $86K | Hold |
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|
2016
Q1 | $80K | Sell |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $100K | Sell |
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|
2015
Q2 | $107K | Hold |
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|
2015
Q1 | $115K | Buy |
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|
2014
Q4 | $52K | Hold |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $47K | Hold |
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|
2014
Q1 | $44K | Sell |
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|
2013
Q4 | $56K | Buy |
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|
2013
Q3 | $43K | Buy |
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|
2013
Q2 | $44K | Buy |
|