TLA
Tanglewood Legacy Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Hold |
410
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $29K | Hold |
410
| – | – | 0.01% | 204 |
|
|
2024
Q4 | $27.7K | Hold |
410
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $26.8K | Hold |
410
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $21.9K | Hold |
410
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $22K | Hold |
410
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $25.4K | Hold |
410
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $23.5K | Hold |
410
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $25.5K | Hold |
410
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $27.7K | Hold |
410
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $28.7K | Buy |
+410
| New | +$28.7K | 0.02% | 164 |
|