Coppell Advisory Solutions’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-648
| Closed | -$43.8K | – | 1903 |
|
|
2024
Q4 | $43.8K | Hold |
648
| – | – | 0.01% | 625 |
|
|
2024
Q3 | $41.8K | Buy |
648
+154
| +31% | +$9.94K | 0.01% | 606 |
|
|
2024
Q2 | $26.4K | Buy |
+494
| New | +$26.4K | ﹤0.01% | 679 |
|
|
2023
Q4 | $30.6K | Buy |
+494
| New | +$30.6K | 0.01% | 618 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$1.17K | – | 1577 |
|
|
2023
Q2 | $1.17K | Buy |
+19
| New | +$1.17K | ﹤0.01% | 1115 |
|