LGT Financial Advisors’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 | $5.73K | Buy |
84
+1
| +1% | +$68 | 0.01% | 280 |
|
|
2025
Q1 | $5.91K | Sell |
83
-265
| -76% | -$18.9K | 0.02% | 209 |
|
|
2024
Q4 | $23.5K | Hold |
348
| – | – | 0.05% | 278 |
|
|
2024
Q3 | $22.7K | Sell |
348
-338
| -49% | -$22.1K | 0.06% | 258 |
|
|
2024
Q2 | $36.7K | Sell |
686
-1,188
| -63% | -$63.5K | 0.08% | 194 |
|
|
2024
Q1 | $101K | Sell |
1,874
-84
| -4% | -$4.52K | 0.12% | 173 |
|
|
2023
Q4 | $121K | Buy |
1,958
+32
| +2% | +$1.98K | 0.15% | 151 |
|
|
2023
Q3 | $110K | Buy |
+1,926
| New | +$110K | 0.14% | 149 |
|