Pacific Capital Wealth 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
Q1 | – | Sell |
-407
| Closed | -$27.5K | – | 393 |
|
|
2024
Q4 | $27.5K | Sell |
407
-20
| -5% | -$1.35K | ﹤0.01% | 193 |
|
|
2024
Q3 | $27.9K | Buy |
427
+20
| +5% | +$1.31K | ﹤0.01% | 201 |
|
|
2024
Q2 | $21.7K | Hold |
407
| – | – | ﹤0.01% | 222 |
|
|
2024
Q1 | $21.9K | Hold |
407
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $25.2K | Buy |
+407
| New | +$25.2K | 0.01% | 177 |
|
|
2020
Q4 | – | Sell |
-407
| Closed | -$28K | – | 202 |
|
|
2020
Q3 | $28K | Buy |
+407
| New | +$28K | 0.02% | 131 |
|