GPS Wealth Strategies Group’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 | $127K | Sell |
1,859
-345
| -16% | -$23.5K | 0.01% | 405 |
|
|
2025
Q1 | $156K | Buy |
2,204
+33
| +2% | +$2.34K | 0.02% | 356 |
|
|
2024
Q4 | $147K | Sell |
2,171
-555
| -20% | -$37.5K | 0.02% | 353 |
|
|
2024
Q3 | $178K | Sell |
2,726
-969
| -26% | -$63.3K | 0.02% | 325 |
|
|
2024
Q2 | $197K | Sell |
3,695
-267
| -7% | -$14.3K | 0.03% | 267 |
|
|
2024
Q1 | $213K | Sell |
3,962
-613
| -13% | -$33K | 0.03% | 242 |
|
|
2023
Q4 | $283K | Sell |
4,575
-1,049
| -19% | -$64.9K | 0.05% | 209 |
|
|
2023
Q3 | $322K | Sell |
5,624
-1,236
| -18% | -$70.7K | 0.06% | 189 |
|
|
2023
Q2 | $426K | Buy |
6,860
+755
| +12% | +$46.9K | 0.08% | 161 |
|
|
2023
Q1 | $412K | Buy |
+6,105
| New | +$412K | 0.09% | 159 |
|
|
2022
Q4 | – | Sell |
-5,033
| Closed | -$322K | – | 1098 |
|
|
2022
Q3 | $322K | Buy |
5,033
+20
| +0.4% | +$1.28K | 0.08% | 157 |
|
|
2022
Q2 | $355K | Sell |
5,013
-356
| -7% | -$25.2K | 0.09% | 154 |
|
|
2022
Q1 | $387K | Buy |
5,369
+2
| +0% | +$144 | 0.09% | 138 |
|
|
2021
Q4 | $363K | Sell |
5,367
-610
| -10% | -$41.3K | 0.08% | 155 |
|
|
2021
Q3 | $374K | Sell |
5,977
-415
| -6% | -$26K | 0.09% | 139 |
|
|
2021
Q2 | $421K | Buy |
6,392
+3
| +0% | +$198 | 0.11% | 125 |
|
|
2021
Q1 | $424K | Sell |
6,389
-300
| -4% | -$19.9K | 0.12% | 110 |
|
|
2020
Q4 | $446K | Buy |
6,689
+423
| +7% | +$28.2K | 0.16% | 94 |
|
|
2020
Q3 | $432K | Buy |
+6,266
| New | +$432K | 0.17% | 86 |
|