Avion Wealth’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 | $10K | Buy |
149
+39
| +35% | +$2.62K | ﹤0.01% | 483 |
|
|
2025
Q1 | $7K | Hold |
110
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $7K | Buy |
110
+12
| +12% | +$764 | ﹤0.01% | 479 |
|
|
2024
Q3 | $6K | Buy |
98
+71
| +263% | +$4.35K | ﹤0.01% | 503 |
|
|
2024
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 846 |
|
|
2024
Q1 | $2K | Sell |
27
-24
| -47% | -$1.78K | ﹤0.01% | 805 |
|
|
2023
Q4 | $3K | Buy |
51
+16
| +46% | +$941 | ﹤0.01% | 517 |
|
|
2023
Q3 | $1K | Buy |
35
+19
| +119% | +$543 | ﹤0.01% | 757 |
|
|
2023
Q2 | $0 | Buy |
16
+1
| +7% | – | ﹤0.01% | 1071 |
|
|
2023
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 499 |
|