Colonial Trust Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
|
|||||
|
2025
Q1 | $127K | Buy |
|
|||||
|
2024
Q4 | $104K | Sell |
|
|||||
|
2024
Q3 | $114K | Hold |
|
|||||
|
2024
Q2 | $93.2K | Buy |
|
|||||
|
2024
Q1 | $80.5K | Sell |
|
|||||
|
2023
Q4 | $95.5K | Buy |
|
|||||
|
2023
Q3 | $86.6K | Buy |
|
|||||
|
2023
Q2 | $93.9K | Hold |
|
|||||
|
2023
Q1 | $102K | Buy |
|
|||||
|
2022
Q4 | $106K | Hold |
|
|||||
|
2022
Q3 | $97K | Buy |
|