Tradewinds LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,378
| Closed | -$286K | – | 227 |
|
|
2024
Q3 | $286K | Sell |
4,378
-13
| -0.3% | -$849 | 0.09% | 138 |
|
|
2024
Q2 | $235K | Buy |
4,391
+190
| +5% | +$10.1K | 0.07% | 181 |
|
|
2024
Q1 | $226K | Buy |
+4,201
| New | +$226K | 0.11% | 81 |
|
|
2023
Q3 | $252K | Sell |
4,410
-81
| -2% | -$4.63K | 0.15% | 102 |
|
|
2023
Q2 | $279K | Buy |
4,491
+186
| +4% | +$11.6K | 0.16% | 84 |
|
|
2023
Q1 | $290K | Buy |
+4,305
| New | +$290K | 0.18% | 95 |
|
|
2022
Q4 | – | Sell |
-4,239
| Closed | -$271K | – | 213 |
|
|
2022
Q3 | $271K | Buy |
4,239
+1,248
| +42% | +$79.8K | 0.2% | 93 |
|
|
2022
Q2 | $212K | Buy |
+2,991
| New | +$212K | 0.14% | 112 |
|
|
2021
Q4 | $261K | Buy |
+4,215
| New | +$261K | 0.31% | 47 |
|