Level Four Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
8,351
+2,353
| +39% | +$160K | 0.02% | 488 |
|
|
2025
Q1 | $425K | Sell |
5,998
-697
| -10% | -$49.3K | 0.02% | 539 |
|
|
2024
Q4 | $452K | Sell |
6,695
-26
| -0.4% | -$1.76K | 0.02% | 520 |
|
|
2024
Q3 | $449K | Buy |
6,721
+178
| +3% | +$11.9K | 0.02% | 534 |
|
|
2024
Q2 | $349K | Buy |
6,543
+1,112
| +20% | +$59.4K | 0.02% | 568 |
|
|
2024
Q1 | $336K | Hold |
5,431
| – | – | 0.02% | 573 |
|
|
2023
Q4 | $336K | Sell |
5,431
-821
| -13% | -$50.8K | 0.02% | 573 |
|
|
2023
Q3 | $358K | Sell |
6,252
-1,343
| -18% | -$76.8K | 0.02% | 537 |
|
|
2023
Q2 | $472K | Buy |
7,595
+3,027
| +66% | +$188K | 0.03% | 485 |
|
|
2023
Q1 | $308K | Buy |
4,568
+468
| +11% | +$31.6K | 0.02% | 576 |
|
|
2022
Q4 | $287K | Buy |
4,100
+853
| +26% | +$59.8K | 0.02% | 526 |
|
|
2022
Q3 | $208K | Sell |
3,247
-41
| -1% | -$2.63K | 0.02% | 499 |
|
|
2022
Q2 | $233K | Sell |
3,288
-207
| -6% | -$14.7K | 0.02% | 492 |
|
|
2022
Q1 | $252K | Buy |
3,495
+176
| +5% | +$12.7K | 0.02% | 549 |
|
|
2021
Q4 | $225K | Sell |
3,319
-476
| -13% | -$32.3K | 0.02% | 581 |
|
|
2021
Q3 | $237K | Buy |
3,795
+591
| +18% | +$36.9K | 0.02% | 422 |
|
|
2021
Q2 | $211K | Sell |
3,204
-600
| -16% | -$39.5K | 0.01% | 615 |
|
|
2021
Q1 | $253K | Buy |
3,804
+473
| +14% | +$31.5K | 0.02% | 545 |
|
|
2020
Q4 | $222K | Sell |
3,331
-414
| -11% | -$27.6K | 0.02% | 535 |
|
|
2020
Q3 | $258K | Sell |
3,745
-169
| -4% | -$11.6K | 0.02% | 467 |
|
|
2020
Q2 | $247K | Sell |
3,914
-32
| -0.8% | -$2.02K | 0.02% | 496 |
|
|
2020
Q1 | $238K | Buy |
3,946
+409
| +12% | +$24.7K | 0.03% | 427 |
|
|
2019
Q4 | $226K | Buy |
3,537
+160
| +5% | +$10.2K | 0.01% | 515 |
|
|
2019
Q3 | $219K | Sell |
3,377
-18
| -0.5% | -$1.17K | 0.02% | 459 |
|
|
2019
Q2 | $202K | Buy |
+3,395
| New | +$202K | 0.02% | 507 |
|