Oliver Lagore Vanvalin Investment Group’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-546	Closed	-$29.4K	–	827
2024 Q1	$29.4K	Sell	546 -21,440	-98%	-$1.15M	0.01%	294
2023 Q4	$1.36M	Buy	21,986 +11,558	+111%	+$716K	0.51%	32
2023 Q3	$597K	Buy	10,428 +10,421	+148,871%	+$596K	0.24%	73
2023 Q2	$435	Buy	+7	New	+$435	﹤0.01%	722