Pitcairn’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 | – | Sell |
-3,472
| Closed | -$246K | – | 740 |
|
|
2025
Q1 | $246K | Sell |
3,472
-165
| -5% | -$11.7K | 0.01% | 643 |
|
|
2024
Q4 | $246K | Sell |
3,637
-84
| -2% | -$5.67K | 0.01% | 635 |
|
|
2024
Q3 | $243K | Buy |
+3,721
| New | +$243K | 0.01% | 647 |
|
|
2024
Q2 | – | Sell |
-4,172
| Closed | -$224K | – | 751 |
|
|
2024
Q1 | $224K | Buy |
+4,172
| New | +$224K | 0.01% | 662 |
|
|
2023
Q3 | – | Sell |
-3,324
| Closed | -$207K | – | 686 |
|
|
2023
Q2 | $207K | Buy |
3,324
+218
| +7% | +$13.6K | 0.02% | 616 |
|
|
2023
Q1 | $209K | Buy |
3,106
+48
| +2% | +$3.24K | 0.02% | 573 |
|
|
2022
Q4 | $214K | Buy |
+3,058
| New | +$214K | 0.02% | 554 |
|
|
2022
Q3 | – | Sell |
-2,929
| Closed | -$207K | – | 603 |
|
|
2022
Q2 | $207K | Buy |
+2,929
| New | +$207K | 0.02% | 553 |
|