Thompson Siegel & Walmsley’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $31K | Sell |
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|
2023
Q3 | $30K | Buy |
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|
2023
Q2 | $31K | Hold |
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|
2023
Q1 | $34K | Sell |
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|
2022
Q4 | $37K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $33K | Sell |
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|
2021
Q2 | $65K | Sell |
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|
2021
Q1 | $74K | Sell |
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|
2020
Q4 | $126K | Hold |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $352K | Hold |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $591K | Sell |
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|
2018
Q4 | $534K | Sell |
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|
2018
Q3 | $527K | Sell |
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|
2018
Q2 | $529K | Sell |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $786K | Sell |
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|
2017
Q3 | $33.7M | Sell |
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|
2017
Q2 | $41M | Sell |
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|
2017
Q1 | $71.6M | Buy |
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|
2016
Q4 | $61.7M | Buy |
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|
2016
Q3 | $44.5M | Sell |
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|
2016
Q2 | $51.7M | Buy |
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|
2016
Q1 | $39.6M | Sell |
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|
2015
Q4 | $40.9M | Sell |
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|
2015
Q3 | $41.1M | Buy |
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|
2015
Q2 | $27.9M | Buy |
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|
2015
Q1 | $18.9M | Buy |
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|
2014
Q4 | $16.1M | Sell |
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|
2014
Q3 | $17.9M | Buy |
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|
2014
Q2 | $18.4M | Buy |
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|
2014
Q1 | $13.4M | Sell |
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|
2013
Q4 | $14.5M | Sell |
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|
2013
Q3 | $16.4M | Buy |
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|
2013
Q2 | $14.1M | Buy |
|