Colonial 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 | $177K | Sell |
2,595
-141
| -5% | -$9.6K | 0.03% | 330 |
|
|
2025
Q1 | $194K | Sell |
2,736
-135
| -5% | -$9.56K | 0.03% | 298 |
|
|
2024
Q4 | $194K | Buy |
2,871
+353
| +14% | +$23.8K | 0.03% | 312 |
|
|
2024
Q3 | $163K | Buy |
2,518
+207
| +9% | +$13.4K | 0.03% | 350 |
|
|
2024
Q2 | $123K | Sell |
2,311
-43
| -2% | -$2.3K | 0.02% | 370 |
|
|
2024
Q1 | $127K | Sell |
2,354
-49
| -2% | -$2.63K | 0.02% | 354 |
|
|
2023
Q4 | $149K | Buy |
2,403
+41
| +2% | +$2.54K | 0.03% | 318 |
|
|
2023
Q3 | $134K | Buy |
2,362
+41
| +2% | +$2.32K | 0.03% | 290 |
|
|
2023
Q2 | $142K | Sell |
2,321
-155
| -6% | -$9.5K | 0.03% | 287 |
|
|
2023
Q1 | $166K | Buy |
2,476
+46
| +2% | +$3.08K | 0.04% | 251 |
|
|
2022
Q4 | $173K | Buy |
2,430
+686
| +39% | +$48.8K | 0.05% | 222 |
|
|
2022
Q3 | $114K | Buy |
+1,744
| New | +$114K | 0.04% | 231 |
|