APP
Avantax Planning Partners’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
3,011
| – | – | 0.01% | 426 |
|
|
2025
Q1 | $213K | Hold |
3,011
| – | – | 0.01% | 402 |
|
|
2024
Q4 | $203K | Buy |
+3,011
| New | +$203K | 0.01% | 414 |
|
|
2023
Q2 | – | Sell |
-3,300
| Closed | -$223K | – | 391 |
|
|
2023
Q1 | $223K | Sell |
3,300
-33
| -1% | -$2.23K | 0.01% | 340 |
|
|
2022
Q4 | $234K | Buy |
+3,333
| New | +$234K | 0.01% | 327 |
|
|
2021
Q4 | – | Sell |
-4,526
| Closed | -$283K | – | 366 |
|
|
2021
Q3 | $283K | Buy |
+4,526
| New | +$283K | 0.01% | 264 |
|
|
2021
Q2 | – | Sell |
-3,375
| Closed | -$224K | – | 349 |
|
|
2021
Q1 | $224K | Sell |
3,375
-1,172
| -26% | -$77.8K | 0.01% | 280 |
|
|
2020
Q4 | $303K | Buy |
4,547
+350
| +8% | +$23.3K | 0.02% | 219 |
|
|
2020
Q3 | $290K | Buy |
4,197
+150
| +4% | +$10.4K | 0.02% | 232 |
|
|
2020
Q2 | $253K | Hold |
4,047
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $244K | Sell |
4,047
-6
| -0.1% | -$362 | 0.02% | 229 |
|
|
2019
Q4 | $257K | Buy |
4,053
+6
| +0.1% | +$380 | 0.02% | 254 |
|
|
2019
Q3 | $263K | Buy |
4,047
+69
| +2% | +$4.48K | 0.02% | 254 |
|
|
2019
Q2 | $242K | Hold |
3,978
| – | – | 0.02% | 262 |
|
|
2019
Q1 | $224K | Sell |
3,978
-257
| -6% | -$14.5K | 0.02% | 266 |
|
|
2018
Q4 | $209K | Sell |
4,235
-232
| -5% | -$11.4K | 0.02% | 252 |
|
|
2018
Q3 | $211K | Buy |
+4,467
| New | +$211K | 0.02% | 232 |
|
|
2018
Q2 | – | Sell |
-4,697
| Closed | -$214K | – | 1498 |
|
|
2018
Q1 | $214K | Sell |
4,697
-150
| -3% | -$6.83K | 0.02% | 283 |
|
|
2017
Q4 | $233K | Sell |
4,847
-600
| -11% | -$28.8K | 0.02% | 274 |
|
|
2017
Q3 | $258K | Sell |
5,447
-964
| -15% | -$45.7K | 0.02% | 310 |
|
|
2017
Q2 | $294K | Buy |
+6,411
| New | +$294K | 0.02% | 260 |
|