LFA
Legacy Financial Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
6,330
+206
| +3% | +$14K | 0.07% | 220 |
|
|
2025
Q1 | $434K | Buy |
6,124
+442
| +8% | +$31.3K | 0.07% | 217 |
|
|
2024
Q4 | $384K | Buy |
5,682
+413
| +8% | +$27.9K | 0.06% | 237 |
|
|
2024
Q3 | $344K | Buy |
5,269
+206
| +4% | +$13.5K | 0.06% | 253 |
|
|
2024
Q2 | $270K | Buy |
+5,063
| New | +$270K | 0.05% | 272 |
|
|
2023
Q2 | – | Sell |
-3,987
| Closed | -$269K | – | 270 |
|
|
2023
Q1 | $269K | Sell |
3,987
-332
| -8% | -$22.4K | 0.05% | 203 |
|
|
2022
Q4 | $303K | Buy |
+4,319
| New | +$303K | 0.07% | 176 |
|
|
2019
Q2 | – | Sell |
-454
| Closed | -$26K | – | 922 |
|
|
2019
Q1 | $26K | Buy |
454
+69
| +18% | +$3.95K | 0.01% | 406 |
|
|
2018
Q4 | $19K | Buy |
385
+147
| +62% | +$7.26K | 0.01% | 429 |
|
|
2018
Q3 | $11K | Hold |
238
| – | – | ﹤0.01% | 503 |
|
|
2018
Q2 | $11K | Hold |
238
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $10K | Hold |
238
| – | – | ﹤0.01% | 485 |
|
|
2017
Q4 | $11K | Buy |
+238
| New | +$11K | ﹤0.01% | 458 |
|