Dorval Corp’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 | $262K | Hold |
3,842
| – | – | 0.09% | 37 |
|
|
2025
Q1 | $277K | Hold |
3,842
| – | – | 0.11% | 30 |
|
|
2024
Q4 | $259K | Sell |
3,842
-150
| -4% | -$10.1K | 0.1% | 32 |
|
|
2024
Q3 | $244K | Buy |
3,992
+3
| +0.1% | +$184 | 0.1% | 29 |
|
|
2024
Q2 | $221K | Sell |
3,989
-301
| -7% | -$16.7K | 0.1% | 27 |
|
|
2024
Q1 | $226K | Sell |
4,290
-842
| -16% | -$44.4K | 0.1% | 27 |
|
|
2023
Q4 | $318K | Buy |
+5,132
| New | +$318K | 0.15% | 25 |
|