BFS
Bard Financial Services’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Hold |
10,625
| – | – | 0.09% | 129 |
|
|
2025
Q1 | $752K | Hold |
10,625
| – | – | 0.09% | 129 |
|
|
2024
Q4 | $717K | Hold |
10,625
| – | – | 0.09% | 130 |
|
|
2024
Q3 | $694K | Sell |
10,625
-375
| -3% | -$24.5K | 0.08% | 130 |
|
|
2024
Q2 | $588K | Hold |
11,000
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $591K | Hold |
11,000
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $681K | Sell |
11,000
-375
| -3% | -$23.2K | 0.08% | 137 |
|
|
2023
Q3 | $651K | Hold |
11,375
| – | – | 0.08% | 131 |
|
|
2023
Q2 | $707K | Hold |
11,375
| – | – | 0.05% | 189 |
|
|
2023
Q1 | $767K | Hold |
11,375
| – | – | 0.06% | 187 |
|
|
2022
Q4 | $798K | Hold |
11,375
| – | – | 0.07% | 181 |
|
|
2022
Q3 | $728K | Hold |
11,375
| – | – | 0.07% | 176 |
|
|
2022
Q2 | $805K | Hold |
11,375
| – | – | 0.07% | 169 |
|
|
2022
Q1 | $821K | Hold |
11,375
| – | – | 0.07% | 163 |
|
|
2021
Q4 | $770K | Hold |
11,375
| – | – | 0.06% | 167 |
|
|
2021
Q3 | $711K | Hold |
11,375
| – | – | 0.06% | 162 |
|
|
2021
Q2 | $749K | Hold |
11,375
| – | – | 0.07% | 165 |
|
|
2021
Q1 | $757K | Hold |
11,375
| – | – | 0.07% | 155 |
|
|
2020
Q4 | $758K | Buy |
+11,375
| New | +$758K | 0.08% | 154 |
|