Golden State Wealth Management’s Xcel Energy XEL Stock Holding History

Golden State Wealth Management’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 Q2	$124K	Sell
2025 Q1	$132K	Hold
2024 Q4	$126K	Buy
2020 Q4	–	Sell
2020 Q3	$136K	Buy
2020 Q2	–	Sell
2020 Q1	$119K	Buy
2019 Q4	–	Sell
2019 Q3	$36K	Hold
2019 Q2	$32K	Hold
2019 Q1	$31K	Buy