Sigma Planning Corp’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 | $865K | Sell |
12,708
-514
| -4% | -$35K | 0.03% | 548 |
|
|
2025
Q1 | $936K | Buy |
13,222
+131
| +1% | +$9.27K | 0.03% | 514 |
|
|
2024
Q4 | $884K | Sell |
13,091
-318
| -2% | -$21.5K | 0.03% | 535 |
|
|
2024
Q3 | $876K | Sell |
13,409
-5,465
| -29% | -$357K | 0.03% | 543 |
|
|
2024
Q2 | $1.01M | Buy |
18,874
+1,601
| +9% | +$85.5K | 0.03% | 484 |
|
|
2024
Q1 | $928K | Buy |
17,273
+4,399
| +34% | +$236K | 0.03% | 532 |
|
|
2023
Q4 | $797K | Sell |
12,874
-4,230
| -25% | -$262K | 0.06% | 319 |
|
|
2023
Q3 | $979K | Sell |
17,104
-1,799
| -10% | -$103K | 0.04% | 473 |
|
|
2023
Q2 | $1.18M | Sell |
18,903
-227
| -1% | -$14.1K | 0.04% | 409 |
|
|
2023
Q1 | $1.29M | Buy |
19,130
+416
| +2% | +$28.1K | 0.04% | 418 |
|
|
2022
Q4 | $1.31M | Buy |
18,714
+106
| +0.6% | +$7.43K | 0.05% | 395 |
|
|
2022
Q3 | $1.19M | Sell |
18,608
-93
| -0.5% | -$5.95K | 0.05% | 396 |
|
|
2022
Q2 | $1.32M | Buy |
18,701
+2,179
| +13% | +$154K | 0.05% | 372 |
|
|
2022
Q1 | $1.19M | Sell |
16,522
-1,084
| -6% | -$78.2K | 0.04% | 473 |
|
|
2021
Q4 | $1.19M | Buy |
17,606
+452
| +3% | +$30.6K | 0.03% | 475 |
|
|
2021
Q3 | $1.07M | Sell |
17,154
-2,490
| -13% | -$156K | 0.03% | 510 |
|
|
2021
Q2 | $1.29M | Sell |
19,644
-2,056
| -9% | -$135K | 0.04% | 460 |
|
|
2021
Q1 | $1.44M | Buy |
21,700
+2,242
| +12% | +$149K | 0.05% | 388 |
|
|
2020
Q4 | $1.3M | Sell |
19,458
-2,098
| -10% | -$140K | 0.04% | 374 |
|
|
2020
Q3 | $1.49M | Sell |
21,556
-1,172
| -5% | -$80.9K | 0.06% | 305 |
|
|
2020
Q2 | $1.42M | Sell |
22,728
-334
| -1% | -$20.9K | 0.06% | 300 |
|
|
2020
Q1 | $1.39M | Buy |
23,062
+533
| +2% | +$32.1K | 0.08% | 252 |
|
|
2019
Q4 | $1.43M | Sell |
22,529
-55
| -0.2% | -$3.49K | 0.06% | 321 |
|
|
2019
Q3 | $1.47M | Sell |
22,584
-492
| -2% | -$31.9K | 0.07% | 284 |
|
|
2019
Q2 | $1.37M | Buy |
23,076
+1,389
| +6% | +$82.6K | 0.07% | 280 |
|
|
2019
Q1 | $1.22M | Sell |
21,687
-183
| -0.8% | -$10.3K | 0.07% | 274 |
|
|
2018
Q4 | $1.08M | Sell |
21,870
-2,630
| -11% | -$130K | 0.08% | 243 |
|
|
2018
Q3 | $1.16M | Buy |
24,500
+709
| +3% | +$33.5K | 0.07% | 268 |
|
|
2018
Q2 | $1.09M | Buy |
23,791
+7,852
| +49% | +$359K | 0.07% | 264 |
|
|
2018
Q1 | $725K | Sell |
15,939
-421
| -3% | -$19.2K | 0.05% | 338 |
|
|
2017
Q4 | $787K | Buy |
16,360
+2,166
| +15% | +$104K | 0.06% | 313 |
|
|
2017
Q3 | $672K | Buy |
14,194
+69
| +0.5% | +$3.27K | 0.06% | 340 |
|
|
2017
Q2 | $648K | Sell |
14,125
-572
| -4% | -$26.2K | 0.06% | 337 |
|
|
2017
Q1 | $653K | Sell |
14,697
-430
| -3% | -$19.1K | 0.06% | 325 |
|
|
2016
Q4 | $616K | Sell |
15,127
-704
| -4% | -$28.7K | 0.07% | 301 |
|
|
2016
Q3 | $651K | Buy |
15,831
+309
| +2% | +$12.7K | 0.08% | 278 |
|
|
2016
Q2 | $695K | Buy |
15,522
+2,366
| +18% | +$106K | 0.09% | 249 |
|
|
2016
Q1 | $550K | Sell |
13,156
-35
| -0.3% | -$1.46K | 0.08% | 289 |
|
|
2015
Q4 | $474K | Buy |
13,191
+276
| +2% | +$9.92K | 0.07% | 325 |
|
|
2015
Q3 | $457K | Sell |
12,915
-119
| -0.9% | -$4.21K | 0.07% | 315 |
|
|
2015
Q2 | $419K | Sell |
13,034
-3,575
| -22% | -$115K | 0.06% | 387 |
|
|
2015
Q1 | $578K | Sell |
16,609
-7,553
| -31% | -$263K | 0.08% | 308 |
|
|
2014
Q4 | $868K | Buy |
+24,162
| New | +$868K | 0.11% | 212 |
|