Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
ALCO holding history
Alico, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ALCO overviewAll 13F holders of ALCOFull Q2 2026 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −7,500−100.0% | Sold out | Holders |
| Q1 2022 | 7,500 | $282.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 7,500 | $278.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 7,500 | $257.0K | 0.1% | +1,000+15.4% | Added | Holders |
| Q2 2021 | 6,500 | $231.0K | 0.1% | +6,500 | New | Holders |