FourThought Financial Partners’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 | – | Sell |
-5,197
| Closed | -$368K | – | 339 |
|
|
2025
Q1 | $368K | Sell |
5,197
-397
| -7% | -$28.1K | 0.04% | 219 |
|
|
2024
Q4 | $378K | Buy |
+5,594
| New | +$378K | 0.04% | 220 |
|
|
2024
Q2 | – | Sell |
-13,181
| Closed | -$708K | – | 327 |
|
|
2024
Q1 | $708K | Sell |
13,181
-1,231
| -9% | -$66.2K | 0.08% | 164 |
|
|
2023
Q4 | $892K | Sell |
14,412
-2,615
| -15% | -$162K | 0.11% | 138 |
|
|
2023
Q3 | $974K | Sell |
17,027
-4,000
| -19% | -$229K | 0.14% | 117 |
|
|
2023
Q2 | $1.31M | Sell |
21,027
-2,066
| -9% | -$128K | 0.17% | 102 |
|
|
2023
Q1 | $1.56M | Buy |
23,093
+256
| +1% | +$17.3K | 0.21% | 97 |
|
|
2022
Q4 | $1.6M | Buy |
+22,837
| New | +$1.6M | 0.23% | 93 |
|