Lake Street Advisors Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $284K | Buy |
4,200
+492
| +13% | +$33.2K | 0.01% | 467 |
|
|
2024
Q3 | $244K | Sell |
3,708
-159
| -4% | -$10.5K | 0.01% | 516 |
|
|
2024
Q2 | $209K | Sell |
3,867
-272
| -7% | -$14.7K | 0.01% | 530 |
|
|
2024
Q1 | $225K | Sell |
4,139
-1,438
| -26% | -$78.2K | 0.01% | 534 |
|
|
2023
Q4 | $348K | Buy |
+5,577
| New | +$348K | 0.02% | 400 |
|
|
2021
Q3 | – | Sell |
-3,141
| Closed | -$216K | – | 436 |
|
|
2021
Q2 | $216K | Buy |
3,141
+92
| +3% | +$6.33K | 0.02% | 300 |
|
|
2021
Q1 | $203K | Sell |
3,049
-188
| -6% | -$12.5K | 0.02% | 308 |
|
|
2020
Q4 | $216K | Sell |
3,237
-9
| -0.3% | -$601 | 0.02% | 283 |
|
|
2020
Q3 | $224K | Buy |
+3,246
| New | +$224K | 0.02% | 245 |
|