Tompkins Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-277
| Closed | -$18.1K | – | 601 |
|
|
2024
Q3 | $18.1K | Buy |
+277
| New | +$18.1K | ﹤0.01% | 426 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$19K | – | 452 |
|
|
2019
Q4 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 318 |
|
|
2018
Q1 | – | Sell |
-501
| Closed | -$24K | – | 445 |
|
|
2017
Q4 | $24K | Buy |
501
+155
| +45% | +$7.43K | 0.01% | 279 |
|
|
2017
Q3 | $16K | Hold |
346
| – | – | ﹤0.01% | 314 |
|
|
2017
Q2 | $16K | Hold |
346
| – | – | ﹤0.01% | 297 |
|
|
2017
Q1 | $15K | Buy |
+346
| New | +$15K | ﹤0.01% | 296 |
|