LRI Investments’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 | $141K | Buy |
2,068
+165
| +9% | +$11.2K | 0.01% | 356 |
|
|
2025
Q1 | $135K | Sell |
1,903
-1,134
| -37% | -$80.3K | 0.01% | 343 |
|
|
2024
Q4 | $205K | Hold |
3,037
| – | – | 0.02% | 263 |
|
|
2024
Q3 | $209K | Buy |
3,037
+170
| +6% | +$11.7K | 0.02% | 269 |
|
|
2024
Q2 | $153K | Buy |
2,867
+2,814
| +5,309% | +$150K | 0.02% | 299 |
|
|
2024
Q1 | $2.85K | Buy |
+53
| New | +$2.85K | ﹤0.01% | 705 |
|