Colonial Trust Advisors’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 | $122K | Hold |
1,795
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $127K | Buy |
1,795
+250
| +16% | +$17.7K | 0.01% | 239 |
|
|
2024
Q4 | $104K | Sell |
1,545
-200
| -11% | -$13.5K | 0.01% | 239 |
|
|
2024
Q3 | $114K | Hold |
1,745
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $93.2K | Buy |
1,745
+248
| +17% | +$13.2K | 0.01% | 257 |
|
|
2024
Q1 | $80.5K | Sell |
1,497
-45
| -3% | -$2.42K | 0.01% | 271 |
|
|
2023
Q4 | $95.5K | Buy |
1,542
+29
| +2% | +$1.8K | 0.01% | 246 |
|
|
2023
Q3 | $86.6K | Buy |
1,513
+2
| +0.1% | +$114 | 0.01% | 260 |
|
|
2023
Q2 | $93.9K | Hold |
1,511
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $102K | Buy |
1,511
+3
| +0.2% | +$202 | 0.01% | 253 |
|
|
2022
Q4 | $106K | Hold |
1,508
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $97K | Buy |
+1,508
| New | +$97K | 0.01% | 217 |
|