Fortitude Family Office’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 | $20.5K | Sell |
301
-14
| -4% | -$953 | 0.01% | 376 |
|
|
2025
Q1 | $22.3K | Sell |
315
-700
| -69% | -$49.6K | 0.01% | 376 |
|
|
2024
Q4 | $68.5K | Hold |
1,015
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $66.3K | Buy |
1,015
+845
| +497% | +$55.2K | 0.03% | 203 |
|
|
2024
Q2 | $9.08K | Buy |
+170
| New | +$9.08K | 0.01% | 430 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$12.4K | – | 1100 |
|
|
2023
Q4 | $12.4K | Buy |
+200
| New | +$12.4K | 0.01% | 376 |
|