Sierra Ocean’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	$21K	Sell	308 -77	-20%	-$5.25K	0.02%	319
2025 Q1	$27.3K	Buy	385 +1	+0.3%	+$71	0.02%	254
2024 Q4	$25.9K	Buy	+384	New	+$25.9K	0.02%	256