Sequoia Financial Advisors’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
Q3 | $3.25M | Buy |
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|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $233K | Buy |
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