Lee Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$3.62K | – | 828 |
|
|
2023
Q4 | $3.62K | Buy |
+58
| New | +$3.62K | ﹤0.01% | 612 |
|
|
2023
Q3 | – | Hold |
0
| – | -$26 | – | 869 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$3.4K | – | 781 |
|
|
2023
Q1 | $3.4K | Sell |
50
-10
| -17% | -$680 | ﹤0.01% | 580 |
|
|
2022
Q4 | $4.21K | Hold |
60
| – | – | ﹤0.01% | 577 |
|
|
2022
Q3 | $4K | Buy |
60
+10
| +20% | +$667 | ﹤0.01% | 599 |
|
|
2022
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 607 |
|
|
2022
Q1 | – | Sell |
-900
| Closed | -$61K | – | 978 |
|
|
2021
Q4 | $61K | Buy |
+900
| New | +$61K | 0.01% | 233 |
|
|
2018
Q2 | – | Sell |
-2,100
| Closed | -$96K | – | 841 |
|
|
2018
Q1 | $96K | Buy |
+2,100
| New | +$96K | 0.02% | 212 |
|