Sunbelt Securities’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 | $156K | Sell |
2,310
-712
| -24% | -$48.1K | 0.01% | 654 |
|
|
2025
Q1 | $214K | Buy |
3,022
+712
| +31% | +$50.4K | 0.02% | 545 |
|
|
2024
Q4 | $156K | Sell |
2,310
-165
| -7% | -$11.2K | 0.01% | 657 |
|
|
2024
Q3 | $162K | Hold |
2,475
| – | – | 0.02% | 651 |
|
|
2024
Q2 | $132K | Buy |
2,475
+1,275
| +106% | +$68.1K | 0.01% | 664 |
|
|
2024
Q1 | $64.5K | Hold |
1,200
| – | – | 0.01% | 821 |
|
|
2023
Q4 | $74.3K | Hold |
1,200
| – | – | 0.01% | 737 |
|
|
2023
Q3 | $68.7K | Sell |
1,200
-1,807
| -60% | -$103K | 0.01% | 740 |
|
|
2023
Q2 | $187K | Hold |
3,007
| – | – | 0.03% | 478 |
|
|
2023
Q1 | $201K | Sell |
3,007
-144
| -5% | -$9.64K | 0.03% | 437 |
|
|
2022
Q4 | $221K | Buy |
+3,151
| New | +$221K | 0.04% | 408 |
|
|
2022
Q3 | – | Sell |
-3,007
| Closed | -$213K | – | 458 |
|
|
2022
Q2 | $213K | Hold |
3,007
| – | – | 0.05% | 402 |
|
|
2022
Q1 | $217K | Hold |
3,007
| – | – | 0.04% | 425 |
|
|
2021
Q4 | $207K | Sell |
3,007
-83
| -3% | -$5.71K | 0.03% | 439 |
|
|
2021
Q3 | $214K | Hold |
3,090
| – | – | 0.04% | 413 |
|
|
2021
Q2 | $214K | Buy |
+3,090
| New | +$214K | 0.04% | 413 |
|
|
2020
Q1 | – | Sell |
-23,679
| Closed | -$1.5M | – | 667 |
|
|
2019
Q4 | $1.5M | Sell |
23,679
-68
| -0.3% | -$4.32K | 0.16% | 136 |
|
|
2019
Q3 | $1.54M | Buy |
+23,747
| New | +$1.54M | 0.17% | 126 |
|