Cyrus J. Lawrence’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-834
Closed -$58K 210
2022
Q4
$58K Hold
834
0.02% 105
2022
Q3
$53K Sell
834
-1,250
-60% -$79.4K 0.01% 108
2022
Q2
$147K Hold
2,084
0.04% 89
2022
Q1
$150K Buy
+2,084
New +$150K 0.03% 93