Zions Bancorporation’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 | $8.89M | Buy |
131,594
+12,708
| +11% | +$858K | 0.56% | 26 |
|
|
2024
Q3 | $7.76M | Sell |
118,886
-2,835
| -2% | -$185K | 0.57% | 25 |
|
|
2024
Q2 | $6.5M | Buy |
121,721
+60,713
| +100% | +$3.24M | 0.52% | 30 |
|
|
2024
Q1 | $3.28M | Buy |
61,008
+1,278
| +2% | +$68.7K | 0.24% | 76 |
|
|
2023
Q4 | $3.7M | Buy |
59,730
+42,489
| +246% | +$2.63M | 0.25% | 69 |
|
|
2023
Q3 | $987K | Buy |
17,241
+14,300
| +486% | +$818K | 0.09% | 185 |
|
|
2023
Q2 | $183K | Sell |
2,941
-62
| -2% | -$3.86K | 0.02% | 311 |
|
|
2023
Q1 | $203K | Sell |
3,003
-10
| -0.3% | -$674 | 0.02% | 309 |
|
|
2022
Q4 | $211K | Sell |
3,013
-309
| -9% | -$21.7K | 0.02% | 308 |
|
|
2022
Q3 | $213K | Sell |
3,322
-59
| -2% | -$3.78K | 0.02% | 300 |
|
|
2022
Q2 | $239K | Buy |
3,381
+184
| +6% | +$13K | 0.02% | 297 |
|
|
2022
Q1 | $231K | Buy |
3,197
+186
| +6% | +$13.4K | 0.02% | 311 |
|
|
2021
Q4 | $204K | Buy |
3,011
+55
| +2% | +$3.73K | 0.02% | 304 |
|
|
2021
Q3 | $185K | Buy |
2,956
+2,560
| +646% | +$160K | 0.02% | 304 |
|
|
2021
Q2 | $26K | Buy |
396
+15
| +4% | +$985 | ﹤0.01% | 537 |
|
|
2021
Q1 | $25K | Sell |
381
-63
| -14% | -$4.13K | ﹤0.01% | 540 |
|
|
2020
Q4 | $30K | Sell |
444
-22
| -5% | -$1.49K | ﹤0.01% | 487 |
|
|
2020
Q3 | $32K | Hold |
466
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $29K | Sell |
466
-13
| -3% | -$809 | ﹤0.01% | 421 |
|
|
2020
Q1 | $29K | Buy |
479
+13
| +3% | +$787 | 0.01% | 393 |
|
|
2019
Q4 | $30K | Sell |
466
-12
| -3% | -$773 | ﹤0.01% | 520 |
|
|
2019
Q3 | $31K | Hold |
478
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $28K | Buy |
478
+10
| +2% | +$586 | ﹤0.01% | 492 |
|
|
2019
Q1 | $26K | Sell |
468
-7
| -1% | -$389 | ﹤0.01% | 538 |
|
|
2018
Q4 | $23K | Sell |
475
-29
| -6% | -$1.4K | 0.02% | 253 |
|
|
2018
Q3 | $24K | Buy |
504
+26
| +5% | +$1.24K | 0.01% | 448 |
|
|
2018
Q2 | $22K | Hold |
478
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $22K | Buy |
+478
| New | +$22K | ﹤0.01% | 339 |
|
|
2017
Q4 | – | Sell |
-452
| Closed | -$21K | – | 985 |
|
|
2017
Q3 | $21K | Buy |
452
+325
| +256% | +$15.1K | ﹤0.01% | 727 |
|
|
2017
Q2 | $6K | Sell |
127
-74
| -37% | -$3.5K | ﹤0.01% | 423 |
|
|
2017
Q1 | $9K | Sell |
201
-213
| -51% | -$9.54K | ﹤0.01% | 397 |
|
|
2016
Q4 | $17K | Buy |
414
+212
| +105% | +$8.71K | ﹤0.01% | 415 |
|
|
2016
Q3 | $8K | Buy |
202
+1
| +0.5% | +$40 | ﹤0.01% | 534 |
|
|
2016
Q2 | $9K | Hold |
201
| – | – | ﹤0.01% | 466 |
|
|
2016
Q1 | $8K | Sell |
201
-16
| -7% | -$637 | ﹤0.01% | 572 |
|
|
2015
Q4 | $9K | Buy |
217
+16
| +8% | +$664 | ﹤0.01% | 518 |
|
|
2015
Q3 | $7K | Buy |
+201
| New | +$7K | ﹤0.01% | 557 |
|
|
2015
Q2 | – | Sell |
-217
| Closed | -$8K | – | 750 |
|
|
2015
Q1 | $8K | Buy |
+217
| New | +$8K | ﹤0.01% | 574 |
|