Farther Finance 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 | $616K | Sell |
9,045
-2,095
| -19% | -$143K | 0.01% | 810 |
|
|
2025
Q1 | $788K | Buy |
11,140
+5,883
| +112% | +$416K | 0.02% | 601 |
|
|
2024
Q4 | $355K | Sell |
5,257
-134
| -2% | -$9.05K | 0.01% | 733 |
|
|
2024
Q3 | $352K | Buy |
5,391
+933
| +21% | +$60.9K | 0.01% | 739 |
|
|
2024
Q2 | $234K | Buy |
4,458
+935
| +27% | +$49K | 0.01% | 777 |
|
|
2024
Q1 | $188K | Buy |
3,523
+139
| +4% | +$7.41K | 0.01% | 708 |
|
|
2023
Q4 | $210K | Buy |
3,384
+1,217
| +56% | +$75.3K | 0.02% | 540 |
|
|
2023
Q3 | $124K | Buy |
2,167
+188
| +9% | +$10.8K | 0.02% | 493 |
|
|
2023
Q2 | $123K | Buy |
1,979
+2
| +0.1% | +$124 | 0.03% | 401 |
|
|
2023
Q1 | $133K | Buy |
1,977
+1
| +0.1% | +$67 | 0.04% | 333 |
|
|
2022
Q4 | $139K | Buy |
+1,976
| New | +$139K | 0.05% | 270 |
|