Albion Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-210
| Closed | -$14.7K | – | 490 |
|
|
2022
Q4 | $14.7K | Hold |
210
| – | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $13K | Hold |
210
| – | – | ﹤0.01% | 297 |
|
|
2022
Q2 | $15K | Sell |
210
-40
| -16% | -$2.86K | ﹤0.01% | 296 |
|
|
2022
Q1 | $18K | Sell |
250
-100
| -29% | -$7.2K | ﹤0.01% | 325 |
|
|
2021
Q4 | $24K | Sell |
350
-56
| -14% | -$3.84K | ﹤0.01% | 342 |
|
|
2021
Q3 | $25K | Sell |
406
-75
| -16% | -$4.62K | ﹤0.01% | 309 |
|
|
2021
Q2 | $32K | Buy |
+481
| New | +$32K | ﹤0.01% | 294 |
|
|
2020
Q4 | $50K | Buy |
+756
| New | +$50K | ﹤0.01% | 239 |
|