Continuum Advisory’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 | – | Sell |
-1,548
| Closed | -$110K | – | 1602 |
|
|
2025
Q1 | $110K | Buy |
1,548
+931
| +151% | +$65.9K | 0.01% | 505 |
|
|
2024
Q4 | $41.6K | Buy |
617
+143
| +30% | +$9.65K | 0.01% | 695 |
|
|
2024
Q3 | $32.6K | Buy |
474
+22
| +5% | +$1.51K | ﹤0.01% | 736 |
|
|
2024
Q2 | $24.1K | Buy |
452
+395
| +693% | +$21.1K | ﹤0.01% | 760 |
|
|
2024
Q1 | $3.12K | Buy |
+57
| New | +$3.12K | ﹤0.01% | 1177 |
|
|
2018
Q1 | – | Sell |
-5,589
| Closed | -$269K | – | 187 |
|
|
2017
Q4 | $269K | Buy |
5,589
+423
| +8% | +$20.4K | 0.21% | 122 |
|
|
2017
Q3 | $244K | Buy |
+5,166
| New | +$244K | 0.21% | 126 |
|