Atria Wealth Solutions’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
Q2 | $285K | Sell |
|
|||||
|
2025
Q1 | $704K | Sell |
|
|||||
|
2024
Q4 | $1.12M | Buy |
|
|||||
|
2024
Q3 | $499K | Sell |
|
|||||
|
2024
Q2 | $425K | Sell |
|
|||||
|
2024
Q1 | $961K | Buy |
|
|||||
|
2023
Q4 | $509K | Sell |
|
|||||
|
2023
Q3 | $563K | Buy |
|
|||||
|
2023
Q2 | $546K | Buy |
|
|||||
|
2023
Q1 | $595K | Sell |
|
|||||
|
2022
Q4 | $620K | Buy |
|
|||||
|
2022
Q3 | $562K | Buy |
|
|||||
|
2022
Q2 | $488K | Buy |
|
|||||
|
2022
Q1 | $224K | Buy |
|