Atria Wealth Solutions’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 | $285K | Sell |
4,171
-5,770
| -58% | -$394K | 0.01% | 1180 |
|
|
2025
Q1 | $704K | Sell |
9,941
-6,574
| -40% | -$466K | 0.01% | 1023 |
|
|
2024
Q4 | $1.12M | Buy |
16,515
+8,868
| +116% | +$599K | 0.01% | 882 |
|
|
2024
Q3 | $499K | Sell |
7,647
-306
| -4% | -$20K | 0.01% | 1240 |
|
|
2024
Q2 | $425K | Sell |
7,953
-9,776
| -55% | -$522K | ﹤0.01% | 1302 |
|
|
2024
Q1 | $961K | Buy |
17,729
+9,507
| +116% | +$515K | 0.01% | 921 |
|
|
2023
Q4 | $509K | Sell |
8,222
-1,613
| -16% | -$99.9K | 0.01% | 1188 |
|
|
2023
Q3 | $563K | Buy |
9,835
+1,052
| +12% | +$60.2K | 0.01% | 1073 |
|
|
2023
Q2 | $546K | Buy |
8,783
+22
| +0.3% | +$1.37K | 0.01% | 1108 |
|
|
2023
Q1 | $595K | Sell |
8,761
-85
| -1% | -$5.78K | 0.01% | 1028 |
|
|
2022
Q4 | $620K | Buy |
8,846
+66
| +0.8% | +$4.63K | 0.01% | 974 |
|
|
2022
Q3 | $562K | Buy |
8,780
+1,883
| +27% | +$121K | 0.01% | 961 |
|
|
2022
Q2 | $488K | Buy |
6,897
+3,810
| +123% | +$270K | 0.01% | 962 |
|
|
2022
Q1 | $224K | Buy |
+3,087
| New | +$224K | ﹤0.01% | 1511 |
|