Financial Gravity Asset Management’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
Q1 | $329K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.54K | Buy |
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|
2023
Q4 | $668 | Buy |
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|
2023
Q3 | $326 | Sell |
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|
2023
Q2 | $675 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $795 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $350 | Buy |
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|
2021
Q4 | $329 | Buy |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $851 | Hold |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6.71K | Sell |
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|
2019
Q4 | $63K | Sell |
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|
2019
Q3 | $15K | Buy |
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|
2019
Q2 | $3K | Buy |
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