Leverty Financial Group’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 | $216K | Hold |
3,166
| – | – | 0.06% | 40 |
|
|
2025
Q1 | $224K | Hold |
3,166
| – | – | 0.09% | 37 |
|
|
2024
Q4 | $214K | Hold |
3,166
| – | – | 0.11% | 32 |
|
|
2024
Q3 | $207K | Buy |
+3,166
| New | +$207K | 0.11% | 31 |
|
|
2023
Q4 | – | Sell |
-4,438
| Closed | -$254K | – | 35 |
|
|
2023
Q3 | $254K | Buy |
4,438
+1
| +0% | +$57 | 0.18% | 23 |
|
|
2023
Q2 | $276K | Sell |
4,437
-70
| -2% | -$4.35K | 0.2% | 21 |
|
|
2023
Q1 | $304K | Buy |
4,507
+70
| +2% | +$4.72K | 0.24% | 19 |
|
|
2022
Q4 | $311K | Hold |
4,437
| – | – | 0.27% | 19 |
|
|
2022
Q3 | $283K | Hold |
4,437
| – | – | 0.27% | 16 |
|
|
2022
Q2 | $313K | Hold |
4,437
| – | – | 0.29% | 14 |
|
|
2022
Q1 | $320K | Buy |
4,437
+4,196
| +1,741% | +$303K | 0.25% | 18 |
|
|
2021
Q4 | $16K | Buy |
+241
| New | +$16K | 0.01% | 87 |
|