Avior Wealth Management’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 | $235K | Buy |
3,455
+1
| +0% | +$68 | 0.01% | 628 |
|
|
2025
Q1 | $245K | Buy |
3,454
+42
| +1% | +$2.97K | 0.01% | 602 |
|
|
2024
Q4 | $230K | Sell |
3,412
-940
| -22% | -$63.5K | 0.01% | 661 |
|
|
2024
Q3 | $284K | Sell |
4,352
-634
| -13% | -$41.4K | 0.01% | 606 |
|
|
2024
Q2 | $266K | Sell |
4,986
-2,725
| -35% | -$146K | 0.01% | 596 |
|
|
2024
Q1 | $415K | Buy |
7,711
+2,902
| +60% | +$156K | 0.02% | 501 |
|
|
2023
Q4 | $298K | Sell |
4,809
-494
| -9% | -$30.6K | 0.02% | 451 |
|
|
2023
Q3 | $303K | Sell |
5,303
-705
| -12% | -$40.3K | 0.02% | 435 |
|
|
2023
Q2 | $374K | Buy |
6,008
+465
| +8% | +$28.9K | 0.02% | 411 |
|
|
2023
Q1 | $374K | Buy |
5,543
+126
| +2% | +$8.5K | 0.03% | 417 |
|
|
2022
Q4 | $380K | Hold |
5,417
| – | – | 0.03% | 361 |
|
|
2022
Q3 | $346K | Hold |
5,417
| – | – | 0.03% | 357 |
|
|
2022
Q2 | $383K | Sell |
5,417
-3,618
| -40% | -$256K | 0.04% | 303 |
|
|
2022
Q1 | $651K | Sell |
9,035
-1,538
| -15% | -$111K | 0.06% | 236 |
|
|
2021
Q4 | $715K | Sell |
10,573
-2,495
| -19% | -$169K | 0.06% | 254 |
|
|
2021
Q3 | $816K | Buy |
13,068
+12,662
| +3,119% | +$791K | 0.07% | 221 |
|
|
2021
Q2 | $26K | Buy |
406
+2
| +0.5% | +$128 | ﹤0.01% | 612 |
|
|
2021
Q1 | $26K | Buy |
404
+3
| +0.7% | +$193 | ﹤0.01% | 609 |
|
|
2020
Q4 | $26K | Buy |
401
+52
| +15% | +$3.37K | ﹤0.01% | 578 |
|
|
2020
Q3 | $24K | Hold |
349
| – | – | ﹤0.01% | 579 |
|
|
2020
Q2 | $21K | Buy |
+349
| New | +$21K | ﹤0.01% | 573 |
|
|
2020
Q1 | – | Sell |
-157
| Closed | -$9K | – | 910 |
|
|
2019
Q4 | $9K | Buy |
157
+128
| +441% | +$7.34K | ﹤0.01% | 617 |
|
|
2019
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 762 |
|
|
2018
Q1 | – | Sell |
-5,571
| Closed | -$268K | – | 831 |
|
|
2017
Q4 | $268K | Buy |
+5,571
| New | +$268K | 0.06% | 265 |
|
|
2016
Q2 | – | Sell |
-490
| Closed | -$20K | – | 496 |
|
|
2016
Q1 | $20K | Buy |
490
+125
| +34% | +$5.1K | 0.01% | 286 |
|
|
2015
Q4 | $13K | Buy |
+365
| New | +$13K | 0.01% | 298 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 347 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 344 |
|