Lido 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 | $1.78M | Sell |
25,873
-555
| -2% | -$38.1K | 0.01% | 573 |
|
|
2025
Q1 | $1.89M | Buy |
26,428
+1,508
| +6% | +$108K | 0.01% | 519 |
|
|
2024
Q4 | $1.68M | Buy |
24,920
+1,230
| +5% | +$83K | 0.01% | 524 |
|
|
2024
Q3 | $1.55M | Buy |
23,690
+16,230
| +218% | +$1.06M | 0.01% | 502 |
|
|
2024
Q2 | $402K | Sell |
7,460
-12,499
| -63% | -$673K | ﹤0.01% | 906 |
|
|
2024
Q1 | $1.08M | Buy |
19,959
+10,680
| +115% | +$580K | 0.01% | 572 |
|
|
2023
Q4 | $579K | Sell |
9,279
-626
| -6% | -$39.1K | ﹤0.01% | 725 |
|
|
2023
Q3 | $567K | Buy |
9,905
+1,903
| +24% | +$109K | ﹤0.01% | 646 |
|
|
2023
Q2 | $498K | Sell |
8,002
-1,370
| -15% | -$85.2K | ﹤0.01% | 672 |
|
|
2023
Q1 | $632K | Buy |
+9,372
| New | +$632K | 0.01% | 544 |
|