Crewe 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 | $3.07K | Buy |
+45
| New | +$3.07K | ﹤0.01% | 560 |
|
|
2024
Q4 | – | Sell |
-109
| Closed | -$7.12K | – | 811 |
|
|
2024
Q3 | $7.12K | Sell |
109
-20
| -16% | -$1.31K | ﹤0.01% | 531 |
|
|
2024
Q2 | $6.89K | Buy |
129
+20
| +18% | +$1.07K | ﹤0.01% | 745 |
|
|
2024
Q1 | $5.86K | Buy |
+109
| New | +$5.86K | ﹤0.01% | 701 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$229 | – | 709 |
|
|
2023
Q3 | $229 | Buy |
4
+1
| +33% | +$57 | ﹤0.01% | 439 |
|
|
2023
Q2 | $187 | Sell |
3
-598
| -100% | -$37.3K | ﹤0.01% | 727 |
|
|
2023
Q1 | $40.5K | Sell |
601
-44
| -7% | -$2.97K | 0.01% | 333 |
|
|
2022
Q4 | $45.2K | Buy |
645
+268
| +71% | +$18.8K | 0.01% | 316 |
|
|
2022
Q3 | $24K | Buy |
377
+86
| +30% | +$5.48K | ﹤0.01% | 432 |
|
|
2022
Q2 | $21K | Buy |
+291
| New | +$21K | ﹤0.01% | 412 |
|
|
2020
Q4 | – | Sell |
-23
| Closed | -$2K | – | 656 |
|
|
2020
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 545 |
|