Colonial Trust’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 | $177K | Sell |
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|
2025
Q1 | $194K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $127K | Sell |
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|
2023
Q4 | $149K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | $114K | Buy |
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