Sonora Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $131K | Buy |
2,100
+700
| +50% | +$43.7K | 0.02% | 263 |
|
|
2021
Q2 | $92K | Sell |
1,400
-21
| -1% | -$1.38K | 0.01% | 292 |
|
|
2021
Q1 | $95K | Buy |
1,421
+21
| +2% | +$1.4K | 0.01% | 425 |
|
|
2020
Q4 | $93K | Buy |
+1,400
| New | +$93K | 0.01% | 432 |
|
|
2019
Q3 | – | Sell |
-123
| Closed | -$7K | – | 1827 |
|
|
2019
Q2 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 1308 |
|
|
2015
Q4 | – | Sell |
-542
| Closed | -$18K | – | 1171 |
|
|
2015
Q3 | $18K | Buy |
+542
| New | +$18K | 0.01% | 340 |
|