CFGSD
Compass Financial Group (South Dakota)’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
3,079
| – | – | 0.03% | 89 |
|
|
2025
Q1 | $218K | Hold |
3,079
| – | – | 0.04% | 86 |
|
|
2024
Q4 | $208K | Hold |
3,079
| – | – | 0.04% | 89 |
|
|
2024
Q3 | $201K | Buy |
+3,079
| New | +$201K | 0.04% | 91 |
|
|
2023
Q2 | – | Sell |
-3,079
| Closed | -$208K | – | 99 |
|
|
2023
Q1 | $208K | Hold |
3,079
| – | – | 0.07% | 89 |
|
|
2022
Q4 | $216K | Buy |
+3,079
| New | +$216K | 0.08% | 89 |
|