Clearstead Trust’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 | $28.4K | Buy |
417
+279
| +202% | +$19K | 0.01% | 370 |
|
|
2025
Q1 | $9.77K | Buy |
+138
| New | +$9.77K | ﹤0.01% | 471 |
|
|
2023
Q4 | – | Sell |
-209
| Closed | -$12K | – | 474 |
|
|
2023
Q3 | $12K | Hold |
209
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $13K | Hold |
209
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $14.1K | Hold |
209
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $15K | Hold |
209
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $13K | Buy |
+209
| New | +$13K | ﹤0.01% | 280 |
|