Systematic Portfolios’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,144
Closed -$249K 155
2024
Q1
$249K Sell
2,144
-3,228
-60% -$375K 0.82% 54
2023
Q4
$333K Buy
+5,372
New +$333K 1.01% 21