True Link Financial Advisors’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	$250K	Sell	3,676 -150	-4%	-$10.2K	0.02%	77
2025 Q1	$271K	Buy	+3,826	New	+$271K	0.02%	78
2021 Q4	–	Sell	-32	Closed	-$2K	–	811
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	755
2021 Q2	$2K	Buy	+32	New	+$2K	﹤0.01%	689