Resurgent 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
Q1
Sell
-486
Closed -$30.1K 489
2023
Q4
$30.1K Buy
486
+26
+6% +$1.61K 0.02% 422
2023
Q3
$26.3K Buy
460
+20
+5% +$1.14K 0.02% 439
2023
Q2
$27.4K Buy
440
+15
+4% +$933 0.02% 435
2023
Q1
$28.7K Buy
+425
New +$28.7K 0.02% 427