Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Xcel Energy XEL Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,372
Closed -$78.5K – 521
2023
Q3 		$78.5K Buy
+1,372
New +$78.5K 0.02% 150