Tanglewood Legacy Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Hold |
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|
2025
Q1 | $29K | Hold |
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|
2024
Q4 | $27.7K | Hold |
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|
2024
Q3 | $26.8K | Hold |
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|
2024
Q2 | $21.9K | Hold |
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|
2024
Q1 | $22K | Hold |
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|
2023
Q4 | $25.4K | Hold |
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|
2023
Q3 | $23.5K | Hold |
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|
2023
Q2 | $25.5K | Hold |
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|
2023
Q1 | $27.6K | Hold |
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|
2022
Q4 | $28.7K | Buy |
|