Frazier Financial 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
Q1 | – | Sell |
-124
| Closed | -$8.39K | – | 666 |
|
|
2024
Q4 | $8.39K | Buy |
124
+1
| +0.8% | +$68 | 0.01% | 376 |
|
|
2024
Q3 | $8.03K | Buy |
+123
| New | +$8.03K | 0.01% | 417 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$162 | – | 1058 |
|
|
2024
Q1 | $162 | Hold |
3
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $186 | Buy |
+3
| New | +$186 | ﹤0.01% | 823 |
|