SHFA
SC&H Financial Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
5,592
| – | – | 0.07% | 101 |
|
|
2025
Q1 | $396K | Hold |
5,592
| – | – | 0.08% | 101 |
|
|
2024
Q4 | $378K | Sell |
5,592
-951
| -15% | -$64.2K | 0.08% | 102 |
|
|
2024
Q3 | $427K | Sell |
6,543
-400
| -6% | -$26.1K | 0.09% | 100 |
|
|
2024
Q2 | $371K | Sell |
6,943
-911
| -12% | -$48.7K | 0.09% | 104 |
|
|
2024
Q1 | $422K | Sell |
7,854
-795
| -9% | -$42.7K | 0.11% | 97 |
|
|
2023
Q4 | $535K | Sell |
8,649
-572
| -6% | -$35.4K | 0.15% | 86 |
|
|
2023
Q3 | $528K | Sell |
9,221
-240
| -3% | -$13.7K | 0.18% | 83 |
|
|
2023
Q2 | $588K | Sell |
9,461
-752
| -7% | -$46.7K | 0.19% | 81 |
|
|
2023
Q1 | $689K | Buy |
10,213
+511
| +5% | +$34.5K | 0.25% | 72 |
|
|
2022
Q4 | $680K | Sell |
9,702
-560
| -5% | -$39.3K | 0.28% | 70 |
|
|
2022
Q3 | $657K | Sell |
10,262
-500
| -5% | -$32K | 0.33% | 63 |
|
|
2022
Q2 | $762K | Buy |
10,762
+2,890
| +37% | +$205K | 0.36% | 58 |
|
|
2022
Q1 | $568K | Sell |
7,872
-296
| -4% | -$21.4K | 0.27% | 78 |
|
|
2021
Q4 | $553K | Buy |
+8,168
| New | +$553K | 0.31% | 77 |
|