Sheaff Brock Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,336
| Closed | -$207K | – | 517 |
|
|
2023
Q4 | $207K | Buy |
+3,336
| New | +$207K | 0.02% | 411 |
|
|
2023
Q3 | – | Sell |
-3,316
| Closed | -$206K | – | 485 |
|
|
2023
Q2 | $206K | Hold |
3,316
| – | – | 0.02% | 411 |
|
|
2023
Q1 | $224K | Hold |
3,316
| – | – | 0.02% | 398 |
|
|
2022
Q4 | $233K | Hold |
3,316
| – | – | 0.02% | 387 |
|
|
2022
Q3 | $212K | Hold |
3,316
| – | – | 0.02% | 401 |
|
|
2022
Q2 | $235K | Sell |
3,316
-70
| -2% | -$4.96K | 0.02% | 382 |
|
|
2022
Q1 | $245K | Buy |
3,386
+70
| +2% | +$5.07K | 0.02% | 408 |
|
|
2021
Q4 | $224K | Sell |
3,316
-311
| -9% | -$21K | 0.02% | 453 |
|
|
2021
Q3 | $227K | Hold |
3,627
| – | – | 0.02% | 453 |
|
|
2021
Q2 | $239K | Buy |
3,627
+1
| +0% | +$66 | 0.02% | 414 |
|
|
2021
Q1 | $242K | Sell |
3,626
-1
| -0% | -$67 | 0.02% | 394 |
|
|
2020
Q4 | $242K | Sell |
3,627
-1,200
| -25% | -$80.1K | 0.02% | 374 |
|
|
2020
Q3 | $333K | Sell |
4,827
-9
| -0.2% | -$621 | 0.03% | 280 |
|
|
2020
Q2 | $302K | Sell |
4,836
-126
| -3% | -$7.87K | 0.03% | 293 |
|
|
2020
Q1 | $299K | Hold |
4,962
| – | – | 0.04% | 259 |
|
|
2019
Q4 | $315K | Sell |
4,962
-649
| -12% | -$41.2K | 0.03% | 322 |
|
|
2019
Q3 | $364K | Buy |
5,611
+1
| +0% | +$65 | 0.04% | 297 |
|
|
2019
Q2 | $334K | Buy |
5,610
+1
| +0% | +$60 | 0.04% | 312 |
|
|
2019
Q1 | $315K | Sell |
5,609
-232
| -4% | -$13K | 0.04% | 331 |
|
|
2018
Q4 | $288K | Buy |
5,841
+3
| +0.1% | +$148 | 0.05% | 322 |
|
|
2018
Q3 | $276K | Buy |
5,838
+3
| +0.1% | +$142 | 0.03% | 361 |
|
|
2018
Q2 | $267K | Buy |
5,835
+3
| +0.1% | +$137 | 0.03% | 373 |
|
|
2018
Q1 | $265K | Buy |
5,832
+2
| +0% | +$91 | 0.03% | 369 |
|
|
2017
Q4 | $280K | Buy |
5,830
+3
| +0.1% | +$144 | 0.04% | 367 |
|
|
2017
Q3 | $276K | Buy |
5,827
+2
| +0% | +$95 | 0.04% | 383 |
|
|
2017
Q2 | $267K | Sell |
5,825
-197
| -3% | -$9.03K | 0.04% | 416 |
|
|
2017
Q1 | $268K | Buy |
6,022
+3
| +0% | +$134 | 0.03% | 426 |
|
|
2016
Q4 | $245K | Sell |
6,019
-797
| -12% | -$32.4K | 0.03% | 464 |
|
|
2016
Q3 | $280K | Sell |
6,816
-998
| -13% | -$41K | 0.04% | 375 |
|
|
2016
Q2 | $350K | Buy |
7,814
+3
| +0% | +$134 | 0.04% | 338 |
|
|
2016
Q1 | $327K | Buy |
7,811
+20
| +0.3% | +$837 | 0.04% | 364 |
|
|
2015
Q4 | $280K | Buy |
+7,791
| New | +$280K | 0.03% | 433 |
|