GA
GoalVest Advisory’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11K | Buy |
75
+72
| +2,400% | +$4.9K | ﹤0.01% | 327 |
|
|
2025
Q1 | $212 | Buy |
+3
| New | +$212 | ﹤0.01% | 443 |
|
|
2022
Q4 | – | Sell |
-63
| Closed | -$4K | – | 279 |
|
|
2022
Q3 | $4K | Sell |
63
-94
| -60% | -$5.97K | ﹤0.01% | 216 |
|
|
2022
Q2 | $11K | Sell |
157
-6,342
| -98% | -$444K | 0.01% | 250 |
|
|
2022
Q1 | $469K | Buy |
+6,499
| New | +$469K | 0.26% | 88 |
|
|
2021
Q2 | $584K | Buy |
8,864
+568
| +7% | +$37.4K | 0.36% | 78 |
|
|
2021
Q1 | $552K | Buy |
+8,296
| New | +$552K | 0.41% | 80 |
|