Bard Financial Services’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 | $857K | Hold |
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|
2025
Q2 | $724K | Hold |
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|
2025
Q1 | $752K | Hold |
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|
2024
Q4 | $717K | Hold |
|
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|
2024
Q3 | $694K | Sell |
|
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|
2024
Q2 | $588K | Hold |
|
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|
2024
Q1 | $591K | Hold |
|
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|
2023
Q4 | $681K | Sell |
|
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|
2023
Q3 | $651K | Hold |
|
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|
2023
Q2 | $707K | Hold |
|
|||||
|
2023
Q1 | $767K | Hold |
|
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|
2022
Q4 | $798K | Hold |
|
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|
2022
Q3 | $728K | Hold |
|
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|
2022
Q2 | $805K | Hold |
|
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|
2022
Q1 | $821K | Hold |
|
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|
2021
Q4 | $770K | Hold |
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|
2021
Q3 | $711K | Hold |
|
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|
2021
Q2 | $749K | Hold |
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|
2021
Q1 | $757K | Hold |
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|
2020
Q4 | $758K | Buy |
|