SYM Financial Corp’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 | $622K | Sell |
9,136
-92
| -1% | -$6.27K | 0.07% | 102 |
|
|
2025
Q1 | $653K | Buy |
9,228
+6
| +0.1% | +$425 | 0.08% | 78 |
|
|
2024
Q4 | $623K | Buy |
9,222
+642
| +7% | +$43.3K | 0.08% | 77 |
|
|
2024
Q3 | $560K | Buy |
8,580
+877
| +11% | +$57.3K | 0.08% | 66 |
|
|
2024
Q2 | $411K | Buy |
+7,703
| New | +$411K | 0.07% | 66 |
|