Tidemark’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 | $31.7K | Hold |
465
| – | – | 0.01% | 296 |
|
|
2025
Q1 | $32.9K | Hold |
465
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $31.4K | Hold |
465
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $30.4K | Hold |
465
| – | – | 0.01% | 293 |
|
|
2024
Q2 | $24.8K | Hold |
465
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $25K | Hold |
465
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $28.8K | Buy |
+465
| New | +$28.8K | 0.02% | 291 |
|