Abound Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.91K | Buy |
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|
2025
Q2 | $4.72K | Hold |
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|
2025
Q1 | $4.9K | Sell |
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|
2024
Q4 | $6.09K | Sell |
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|
2024
Q3 | $5.95K | Buy |
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|
2024
Q2 | $4.33K | Hold |
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|
2024
Q1 | $4.36K | Sell |
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|
2023
Q4 | $5.51K | Sell |
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|
2023
Q3 | $5.38K | Buy |
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|
2023
Q2 | $5.04K | Hold |
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|
2023
Q1 | $5.47K | Buy |
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|
2022
Q4 | $2.39K | Hold |
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|
2022
Q3 | $2.18K | Buy |
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