Sargent Bickham Lagudis’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
Q4 | $554K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $185K | Hold |
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|
2021
Q1 | $187K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $301K | Buy |
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|
2019
Q2 | $262K | Buy |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $300K | Buy |
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|
2017
Q3 | $276K | Buy |
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|
2017
Q2 | $142K | Buy |
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|
2017
Q1 | $137K | Buy |
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|
2016
Q4 | $112K | Buy |
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|
2016
Q3 | $42 | Hold |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $43K | Buy |
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