SHJ
Sharkey, Howes & Javer’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,219
| Closed | -$217K | – | 158 |
|
|
2024
Q4 | $217K | Buy |
+3,219
| New | +$217K | 0.03% | 142 |
|
|
2023
Q2 | – | Sell |
-3,206
| Closed | -$216K | – | 99 |
|
|
2023
Q1 | $216K | Buy |
3,206
+17
| +0.5% | +$1.15K | 0.05% | 88 |
|
|
2022
Q4 | $224K | Buy |
3,189
+18
| +0.6% | +$1.26K | 0.05% | 88 |
|
|
2022
Q3 | $203K | Sell |
3,171
-2,192
| -41% | -$140K | 0.04% | 105 |
|
|
2022
Q2 | $379K | Buy |
5,363
+15
| +0.3% | +$1.06K | 0.09% | 66 |
|
|
2022
Q1 | $386K | Buy |
5,348
+15
| +0.3% | +$1.08K | 0.09% | 59 |
|
|
2021
Q4 | $361K | Buy |
+5,333
| New | +$361K | 0.08% | 61 |
|
|
2021
Q3 | – | Sell |
-3,093
| Closed | -$204K | – | 81 |
|
|
2021
Q2 | $204K | Buy |
3,093
+14
| +0.5% | +$923 | 0.05% | 74 |
|
|
2021
Q1 | $205K | Buy |
3,079
+14
| +0.5% | +$932 | 0.06% | 76 |
|
|
2020
Q4 | $204K | Buy |
3,065
+13
| +0.4% | +$865 | 0.07% | 71 |
|
|
2020
Q3 | $211K | Buy |
+3,052
| New | +$211K | 0.08% | 65 |
|
|
2020
Q1 | – | Sell |
-3,165
| Closed | -$201K | – | 70 |
|
|
2019
Q4 | $201K | Buy |
3,165
+14
| +0.4% | +$889 | 0.09% | 64 |
|
|
2019
Q3 | $204K | Buy |
3,151
+14
| +0.4% | +$906 | 0.09% | 57 |
|
|
2019
Q2 | $187K | Buy |
3,137
+15
| +0.5% | +$894 | 0.08% | 56 |
|
|
2019
Q1 | $175K | Buy |
3,122
+16
| +0.5% | +$897 | 0.08% | 59 |
|
|
2018
Q4 | $153K | Buy |
3,106
+16
| +0.5% | +$788 | 0.1% | 59 |
|
|
2018
Q3 | $146K | Buy |
3,090
+17
| +0.6% | +$803 | 0.08% | 67 |
|
|
2018
Q2 | $140K | Buy |
3,073
+17
| +0.6% | +$774 | 0.08% | 59 |
|
|
2018
Q1 | $138K | Buy |
3,056
+16
| +0.5% | +$723 | 0.08% | 46 |
|
|
2017
Q4 | $146K | Buy |
3,040
+15
| +0.5% | +$720 | 0.09% | 42 |
|
|
2017
Q3 | $145K | Buy |
3,025
+15
| +0.5% | +$719 | 0.08% | 47 |
|
|
2017
Q2 | $138K | Buy |
3,010
+16
| +0.5% | +$734 | 0.08% | 45 |
|
|
2017
Q1 | $133K | Buy |
2,994
+16
| +0.5% | +$711 | 0.07% | 44 |
|
|
2016
Q4 | $121K | Buy |
2,978
+17
| +0.6% | +$691 | 0.07% | 49 |
|
|
2016
Q3 | $122K | Buy |
2,961
+15
| +0.5% | +$618 | 0.07% | 52 |
|
|
2016
Q2 | $132K | Buy |
2,946
+16
| +0.5% | +$717 | 0.08% | 51 |
|
|
2016
Q1 | $123K | Buy |
2,930
+17
| +0.6% | +$714 | 0.09% | 47 |
|
|
2015
Q4 | $105K | Hold |
2,913
| – | – | 0.07% | 57 |
|
|
2015
Q3 | $97K | Buy |
2,913
+761
| +35% | +$25.3K | 0.07% | 58 |
|
|
2015
Q2 | $69K | Buy |
2,152
+1,897
| +744% | +$60.8K | 0.05% | 58 |
|
|
2015
Q1 | $9K | Buy |
+255
| New | +$9K | 0.01% | 181 |
|