Sigma Planning Corp’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
Q2 | $865K | Sell |
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|
2025
Q1 | $936K | Buy |
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|
2024
Q4 | $884K | Sell |
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|
2024
Q3 | $876K | Sell |
|
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|
2024
Q2 | $1.01M | Buy |
|
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|
2024
Q1 | $928K | Buy |
|
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $979K | Sell |
|
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.29M | Buy |
|
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.16M | Buy |
|
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|
2018
Q2 | $1.09M | Buy |
|
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|
2018
Q1 | $725K | Sell |
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|
2017
Q4 | $787K | Buy |
|
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|
2017
Q3 | $672K | Buy |
|
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|
2017
Q2 | $648K | Sell |
|
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|
2017
Q1 | $653K | Sell |
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|
2016
Q4 | $616K | Sell |
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|
2016
Q3 | $651K | Buy |
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|
2016
Q2 | $695K | Buy |
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|
2016
Q1 | $550K | Sell |
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|
2015
Q4 | $474K | Buy |
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|
2015
Q3 | $457K | Sell |
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|
2015
Q2 | $419K | Sell |
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|
2015
Q1 | $578K | Sell |
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|
2014
Q4 | $868K | Buy |
|