BFSG LLC’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 | $38.9K | Buy |
571
+15
| +3% | +$1.02K | ﹤0.01% | 409 |
|
|
2025
Q1 | $39.4K | Buy |
556
+9
| +2% | +$637 | ﹤0.01% | 392 |
|
|
2024
Q4 | $36.9K | Sell |
547
-523
| -49% | -$35.3K | ﹤0.01% | 400 |
|
|
2024
Q3 | $69.9K | Buy |
1,070
+15
| +1% | +$980 | 0.01% | 361 |
|
|
2024
Q2 | $56.3K | Buy |
1,055
+100
| +10% | +$5.34K | 0.01% | 353 |
|
|
2024
Q1 | $51.3K | Sell |
955
-40
| -4% | -$2.15K | 0.01% | 373 |
|
|
2023
Q4 | $61.6K | Buy |
+995
| New | +$61.6K | 0.01% | 337 |
|