Householder Group Estate & Retirement Specialist’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5K | Sell |
77
-1,064
| -93% | -$69.1K | ﹤0.01% | 434 |
|
|
2024
Q3 | $74K | Buy |
1,141
+456
| +67% | +$29.6K | 0.02% | 417 |
|
|
2024
Q2 | $36K | Buy |
685
+55
| +9% | +$2.89K | 0.01% | 547 |
|
|
2024
Q1 | $33.9K | Sell |
630
-386
| -38% | -$20.8K | 0.01% | 554 |
|
|
2023
Q4 | $62K | Buy |
1,016
+45
| +5% | +$2.75K | 0.02% | 423 |
|
|
2023
Q3 | $55.6K | Buy |
+971
| New | +$55.6K | 0.02% | 423 |
|
|
2023
Q1 | $65K | Sell |
966
-90
| -9% | -$6.06K | 0.02% | 389 |
|
|
2022
Q4 | $74K | Buy |
1,056
+28
| +3% | +$1.96K | 0.11% | 90 |
|
|
2022
Q3 | $65K | Buy |
+1,028
| New | +$65K | 0.03% | 352 |
|