Sequoia Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
35,803
+9,355
| +35% | +$637K | 0.02% | 425 |
|
|
2025
Q1 | $1.87M | Buy |
26,448
+5,883
| +29% | +$416K | 0.01% | 447 |
|
|
2024
Q4 | $1.39M | Buy |
20,565
+12,102
| +143% | +$817K | 0.01% | 490 |
|
|
2024
Q3 | $553K | Buy |
8,463
+361
| +4% | +$23.6K | 0.01% | 714 |
|
|
2024
Q2 | $433K | Buy |
8,102
+2,209
| +37% | +$118K | 0.01% | 753 |
|
|
2024
Q1 | $317K | Sell |
5,893
-6,180
| -51% | -$332K | ﹤0.01% | 830 |
|
|
2023
Q4 | $747K | Buy |
12,073
+5,936
| +97% | +$368K | 0.01% | 615 |
|
|
2023
Q3 | $351K | Sell |
6,137
-561
| -8% | -$32.1K | 0.01% | 626 |
|
|
2023
Q2 | $416K | Buy |
6,698
+784
| +13% | +$48.7K | 0.01% | 585 |
|
|
2023
Q1 | $399K | Buy |
5,914
+267
| +5% | +$18K | 0.01% | 530 |
|
|
2022
Q4 | $396K | Buy |
5,647
+1,812
| +47% | +$127K | 0.01% | 499 |
|
|
2022
Q3 | $245K | Buy |
3,835
+191
| +5% | +$12.2K | 0.01% | 446 |
|
|
2022
Q2 | $258K | Sell |
3,644
-131
| -3% | -$9.28K | 0.01% | 483 |
|
|
2022
Q1 | $272K | Buy |
3,775
+304
| +9% | +$21.9K | 0.01% | 528 |
|
|
2021
Q4 | $235K | Buy |
+3,471
| New | +$235K | 0.01% | 511 |
|
|
2021
Q3 | – | Sell |
-3,536
| Closed | -$233K | – | 469 |
|
|
2021
Q2 | $233K | Buy |
+3,536
| New | +$233K | 0.01% | 425 |
|