Caitlin John’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-221	Closed	-$14.9K	–	803
2024 Q4	$14.9K	Hold	221	–	–	0.01%	401
2024 Q3	$15.2K	Sell	221 -4,998	-96%	-$343K	0.01%	415
2024 Q2	$279K	Buy	+5,219	New	+$279K	0.2%	106