Summit Trail Advisors’s Xcel Brands XELB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.68M | Hold |
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|
2024
Q2 | $1.32M | Hold |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $2.18M | Hold |
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|
2023
Q3 | $1.84M | Hold |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $1.03M | Hold |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $2.45M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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