Avantax Planning Partners’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 | $243K | Hold |
|
|||||
|
2025
Q2 | $205K | Hold |
|
|||||
|
2025
Q1 | $213K | Hold |
|
|||||
|
2024
Q4 | $203K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $223K | Sell |
|
|||||
|
2022
Q4 | $234K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $283K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $224K | Sell |
|
|||||
|
2020
Q4 | $303K | Buy |
|
|||||
|
2020
Q3 | $290K | Buy |
|
|||||
|
2020
Q2 | $253K | Hold |
|
|||||
|
2020
Q1 | $244K | Sell |
|
|||||
|
2019
Q4 | $257K | Buy |
|
|||||
|
2019
Q3 | $263K | Buy |
|
|||||
|
2019
Q2 | $242K | Hold |
|
|||||
|
2019
Q1 | $224K | Sell |
|
|||||
|
2018
Q4 | $209K | Sell |
|
|||||
|
2018
Q3 | $211K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $214K | Sell |
|
|||||
|
2017
Q4 | $233K | Sell |
|
|||||
|
2017
Q3 | $258K | Sell |
|
|||||
|
2017
Q2 | $294K | Buy |
|