FourThought Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.62M | Sell |
25,332
-6,143
| -20% | -$393K | 0.24% | 88 |
|
2022
Q2 | $2.23M | Sell |
31,475
-75,324
| -71% | -$5.33M | 0.33% | 75 |
|
2022
Q1 | $7.74M | Buy |
106,799
+6,718
| +7% | +$487K | 0.98% | 28 |
|
2021
Q4 | $6.78M | Buy |
100,081
+24,222
| +32% | +$1.64M | 0.85% | 35 |
|
2021
Q3 | $4.74M | Buy |
75,859
+33,100
| +77% | +$2.07M | 0.63% | 41 |
|
2021
Q2 | $2.82M | Buy |
42,759
+18,124
| +74% | +$1.19M | 0.38% | 62 |
|
2021
Q1 | $1.64M | Buy |
24,635
+16,141
| +190% | +$1.07M | 0.24% | 82 |
|
2020
Q4 | $566K | Buy |
+8,494
| New | +$566K | 0.09% | 176 |
|