Sandy Spring Bank’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $404K | Sell |
5,710
-183
| -3% | -$13K | 0.02% | 302 |
|
|
2024
Q4 | $398K | Buy |
5,893
+50
| +0.9% | +$3.38K | 0.02% | 303 |
|
|
2024
Q3 | $382K | Sell |
5,843
-66
| -1% | -$4.31K | 0.02% | 312 |
|
|
2024
Q2 | $316K | Buy |
5,909
+601
| +11% | +$32.1K | 0.01% | 321 |
|
|
2024
Q1 | $285K | Buy |
5,308
+1,016
| +24% | +$54.6K | 0.01% | 332 |
|
|
2023
Q4 | $266K | Sell |
4,292
-107
| -2% | -$6.62K | 0.01% | 334 |
|
|
2023
Q3 | $252K | Sell |
4,399
-155
| -3% | -$8.87K | 0.01% | 320 |
|
|
2023
Q2 | $283K | Buy |
4,554
+24
| +0.5% | +$1.49K | 0.02% | 314 |
|
|
2023
Q1 | $306K | Buy |
4,530
+238
| +6% | +$16.1K | 0.02% | 301 |
|
|
2022
Q4 | $301K | Buy |
4,292
+147
| +4% | +$10.3K | 0.02% | 298 |
|
|
2022
Q3 | $265K | Sell |
4,145
-223
| -5% | -$14.3K | 0.02% | 301 |
|
|
2022
Q2 | $309K | Sell |
4,368
-50
| -1% | -$3.54K | 0.02% | 289 |
|
|
2022
Q1 | $319K | Buy |
4,418
+6
| +0.1% | +$433 | 0.02% | 293 |
|
|
2021
Q4 | $299K | Sell |
4,412
-226
| -5% | -$15.3K | 0.01% | 306 |
|
|
2021
Q3 | $290K | Buy |
4,638
+326
| +8% | +$20.4K | 0.02% | 300 |
|
|
2021
Q2 | $285K | Sell |
4,312
-283
| -6% | -$18.7K | 0.02% | 305 |
|
|
2021
Q1 | $305K | Sell |
4,595
-167
| -4% | -$11.1K | 0.02% | 283 |
|
|
2020
Q4 | $318K | Buy |
4,762
+233
| +5% | +$15.6K | 0.02% | 273 |
|
|
2020
Q3 | $312K | Sell |
4,529
-99
| -2% | -$6.82K | 0.02% | 260 |
|
|
2020
Q2 | $290K | Buy |
4,628
+2,390
| +107% | +$150K | 0.02% | 262 |
|
|
2020
Q1 | $135K | Hold |
2,238
| – | – | 0.01% | 308 |
|
|
2019
Q4 | $142K | Sell |
2,238
-286
| -11% | -$18.1K | 0.01% | 326 |
|
|
2019
Q3 | $164K | Hold |
2,524
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $151K | Buy |
2,524
+99
| +4% | +$5.92K | 0.01% | 322 |
|
|
2019
Q1 | $136K | Buy |
2,425
+182
| +8% | +$10.2K | 0.01% | 325 |
|
|
2018
Q4 | $111K | Sell |
2,243
-621
| -22% | -$30.7K | 0.01% | 345 |
|
|
2018
Q3 | $136K | Sell |
2,864
-300
| -9% | -$14.2K | 0.01% | 333 |
|
|
2018
Q2 | $144K | Sell |
3,164
-1,032
| -25% | -$47K | 0.01% | 329 |
|
|
2018
Q1 | $191K | Sell |
4,196
-340
| -7% | -$15.5K | 0.02% | 306 |
|
|
2017
Q4 | $219K | Buy |
4,536
+775
| +21% | +$37.4K | 0.02% | 278 |
|
|
2017
Q3 | $178K | Buy |
3,761
+1,360
| +57% | +$64.4K | 0.02% | 296 |
|
|
2017
Q2 | $110K | Buy |
2,401
+477
| +25% | +$21.9K | 0.01% | 346 |
|
|
2017
Q1 | $86K | Hold |
1,924
| – | – | 0.01% | 372 |
|
|
2016
Q4 | $78K | Hold |
1,924
| – | – | 0.01% | 382 |
|
|
2016
Q3 | $79K | Hold |
1,924
| – | – | 0.01% | 380 |
|
|
2016
Q2 | $86K | Hold |
1,924
| – | – | 0.01% | 367 |
|
|
2016
Q1 | $80K | Sell |
1,924
-922
| -32% | -$38.3K | 0.01% | 378 |
|
|
2015
Q4 | $103K | Hold |
2,846
| – | – | 0.01% | 334 |
|
|
2015
Q3 | $100K | Sell |
2,846
-465
| -14% | -$16.3K | 0.01% | 349 |
|
|
2015
Q2 | $107K | Hold |
3,311
| – | – | 0.01% | 360 |
|
|
2015
Q1 | $115K | Buy |
3,311
+1,852
| +127% | +$64.3K | 0.01% | 344 |
|
|
2014
Q4 | $52K | Hold |
1,459
| – | – | 0.01% | 407 |
|
|
2014
Q3 | $44K | Hold |
1,459
| – | – | 0.01% | 426 |
|
|
2014
Q2 | $47K | Hold |
1,459
| – | – | 0.01% | 426 |
|
|
2014
Q1 | $44K | Sell |
1,459
-539
| -27% | -$16.3K | 0.01% | 391 |
|
|
2013
Q4 | $56K | Buy |
1,998
+455
| +29% | +$12.8K | 0.01% | 365 |
|
|
2013
Q3 | $43K | Buy |
1,543
+5
| +0.3% | +$139 | 0.01% | 376 |
|
|
2013
Q2 | $44K | Buy |
+1,538
| New | +$44K | 0.01% | 367 |
|