Stifel Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $96K | Hold |
3,129
| – | – | 0.02% | 226 |
|
|
2014
Q2 | $101K | Hold |
3,129
| – | – | 0.02% | 220 |
|
|
2014
Q1 | $95K | Hold |
3,129
| – | – | 0.02% | 221 |
|
|
2013
Q4 | $88K | Sell |
3,129
-50
| -2% | -$1.41K | 0.02% | 218 |
|
|
2013
Q3 | $88K | Hold |
3,179
| – | – | 0.02% | 216 |
|
|
2013
Q2 | $91K | Buy |
+3,179
| New | +$91K | 0.02% | 214 |
|