SBL
Sargent Bickham Lagudis’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $554K | Sell |
7,907
-21
| -0.3% | -$1.47K | 0.05% | 170 |
|
|
2022
Q3 | $507K | Buy |
7,928
+411
| +5% | +$26.3K | 0.05% | 167 |
|
|
2022
Q2 | $532K | Buy |
7,517
+125
| +2% | +$8.85K | 0.05% | 178 |
|
|
2022
Q1 | $533K | Buy |
7,392
+345
| +5% | +$24.9K | 0.04% | 175 |
|
|
2021
Q4 | $477K | Sell |
7,047
-387
| -5% | -$26.2K | 0.04% | 178 |
|
|
2021
Q3 | $465K | Buy |
7,434
+4,621
| +164% | +$289K | 0.04% | 176 |
|
|
2021
Q2 | $185K | Hold |
2,813
| – | – | 0.02% | 269 |
|
|
2021
Q1 | $187K | Sell |
2,813
-640
| -19% | -$42.5K | 0.02% | 246 |
|
|
2020
Q4 | $230K | Sell |
3,453
-519
| -13% | -$34.6K | 0.02% | 218 |
|
|
2020
Q3 | $274K | Sell |
3,972
-138
| -3% | -$9.52K | 0.03% | 184 |
|
|
2020
Q2 | $257K | Buy |
4,110
+5
| +0.1% | +$313 | 0.03% | 181 |
|
|
2020
Q1 | $248K | Buy |
4,105
+355
| +9% | +$21.4K | 0.03% | 185 |
|
|
2019
Q4 | $238K | Sell |
3,750
-893
| -19% | -$56.7K | 0.03% | 187 |
|
|
2019
Q3 | $301K | Buy |
4,643
+233
| +5% | +$15.1K | 0.04% | 163 |
|
|
2019
Q2 | $262K | Buy |
4,410
+6
| +0.1% | +$356 | 0.03% | 182 |
|
|
2019
Q1 | $248K | Sell |
4,404
-562
| -11% | -$31.6K | 0.03% | 190 |
|
|
2018
Q4 | $245K | Buy |
4,966
+9
| +0.2% | +$444 | 0.03% | 179 |
|
|
2018
Q3 | $234K | Sell |
4,957
-145
| -3% | -$6.85K | 0.03% | 195 |
|
|
2018
Q2 | $233K | Sell |
5,102
-360
| -7% | -$16.4K | 0.03% | 190 |
|
|
2018
Q1 | $248K | Sell |
5,462
-773
| -12% | -$35.1K | 0.03% | 183 |
|
|
2017
Q4 | $300K | Buy |
6,235
+407
| +7% | +$19.6K | 0.04% | 176 |
|
|
2017
Q3 | $276K | Buy |
5,828
+2,741
| +89% | +$130K | 0.03% | 180 |
|
|
2017
Q2 | $142K | Buy |
3,087
+4
| +0.1% | +$184 | 0.02% | 238 |
|
|
2017
Q1 | $137K | Buy |
3,083
+332
| +12% | +$14.8K | 0.02% | 246 |
|
|
2016
Q4 | $112K | Buy |
2,751
+1,720
| +167% | +$70K | 0.02% | 250 |
|
|
2016
Q3 | $42 | Hold |
1,031
| – | – | 0.01% | 380 |
|
|
2016
Q2 | $46K | Hold |
1,031
| – | – | 0.01% | 352 |
|
|
2016
Q1 | $43K | Buy |
+1,031
| New | +$43K | 0.01% | 384 |
|