Northwest 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
2024 Q4	–	Sell	-415	Closed	-$27.1K	–	553
2024 Q3	$27.1K	Buy	+415	New	+$27.1K	0.02%	292
2024 Q1	–	Sell	-927	Closed	-$57.4K	–	546
2023 Q4	$57.4K	Buy	+927	New	+$57.4K	0.05%	193