GoalVest Advisory’s Xcel Energy XEL Stock Holding History

GoalVest Advisory’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.05K	Hold
2025 Q2	$5.11K	Buy
2025 Q1	$212	Buy
2022 Q4	–	Sell
2022 Q3	$4K	Sell
2022 Q2	$11K	Sell
2022 Q1	$469K	Buy
2021 Q2	$584K	Buy
2021 Q1	$552K	Buy