Abound Wealth Management’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 | $4.72K | Hold |
69
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $4.9K | Sell |
69
-21
| -23% | -$1.49K | ﹤0.01% | 542 |
|
|
2024
Q4 | $6.09K | Sell |
90
-1
| -1% | -$68 | ﹤0.01% | 487 |
|
|
2024
Q3 | $5.95K | Buy |
91
+10
| +12% | +$653 | ﹤0.01% | 512 |
|
|
2024
Q2 | $4.33K | Hold |
81
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $4.36K | Sell |
81
-8
| -9% | -$430 | ﹤0.01% | 553 |
|
|
2023
Q4 | $5.51K | Sell |
89
-5
| -5% | -$310 | ﹤0.01% | 478 |
|
|
2023
Q3 | $5.38K | Buy |
94
+13
| +16% | +$744 | ﹤0.01% | 448 |
|
|
2023
Q2 | $5.04K | Hold |
81
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $5.47K | Buy |
81
+47
| +138% | +$3.17K | ﹤0.01% | 386 |
|
|
2022
Q4 | $2.39K | Hold |
34
| – | – | ﹤0.01% | 514 |
|
|
2022
Q3 | $2.18K | Buy |
+34
| New | +$2.18K | ﹤0.01% | 466 |
|