Golden State Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
1,823
-48
| -3% | -$3.27K | 0.02% | 438 |
|
|
2025
Q1 | $132K | Hold |
1,871
| – | – | 0.02% | 392 |
|
|
2024
Q4 | $126K | Buy |
+1,871
| New | +$126K | 0.02% | 392 |
|
|
2020
Q4 | – | Sell |
-1,971
| Closed | -$136K | – | 427 |
|
|
2020
Q3 | $136K | Buy |
+1,971
| New | +$136K | 0.05% | 234 |
|
|
2020
Q2 | – | Sell |
-1,971
| Closed | -$119K | – | 923 |
|
|
2020
Q1 | $119K | Buy |
+1,971
| New | +$119K | 0.05% | 228 |
|
|
2019
Q4 | – | Sell |
-550
| Closed | -$36K | – | 964 |
|
|
2019
Q3 | $36K | Hold |
550
| – | – | 0.01% | 504 |
|
|
2019
Q2 | $32K | Hold |
550
| – | – | 0.01% | 543 |
|
|
2019
Q1 | $31K | Buy |
+550
| New | +$31K | 0.01% | 543 |
|