Level Four Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $226K | Buy |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $202K | Buy |
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