JFS Wealth Advisors’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 | $17.9K | Hold |
263
| – | – | ﹤0.01% | 679 |
|
|
2025
Q1 | $18.6K | Buy |
263
+6
| +2% | +$425 | ﹤0.01% | 679 |
|
|
2024
Q4 | $17.4K | Hold |
257
| – | – | ﹤0.01% | 680 |
|
|
2024
Q3 | $16.8K | Buy |
257
+24
| +10% | +$1.57K | ﹤0.01% | 679 |
|
|
2024
Q2 | $12.4K | Sell |
233
-5
| -2% | -$267 | ﹤0.01% | 726 |
|
|
2024
Q1 | $12.8K | Sell |
238
-44
| -16% | -$2.37K | ﹤0.01% | 739 |
|
|
2023
Q4 | $17.5K | Buy |
282
+96
| +52% | +$5.94K | ﹤0.01% | 618 |
|
|
2023
Q3 | $10.6K | Sell |
186
-75
| -29% | -$4.29K | ﹤0.01% | 706 |
|
|
2023
Q2 | $16.2K | Sell |
261
-28
| -10% | -$1.74K | ﹤0.01% | 587 |
|
|
2023
Q1 | $19.5K | Buy |
289
+14
| +5% | +$944 | ﹤0.01% | 544 |
|
|
2022
Q4 | $19.3K | Sell |
275
-105
| -28% | -$7.36K | ﹤0.01% | 544 |
|
|
2022
Q3 | $24K | Sell |
380
-35
| -8% | -$2.21K | ﹤0.01% | 536 |
|
|
2022
Q2 | $29K | Buy |
415
+73
| +21% | +$5.1K | ﹤0.01% | 515 |
|
|
2022
Q1 | $25K | Buy |
342
+246
| +256% | +$18K | ﹤0.01% | 555 |
|
|
2021
Q4 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 775 |
|
|
2014
Q4 | – | Sell |
-155
| Closed | -$5K | – | 545 |
|
|
2014
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 386 |
|
|
2014
Q2 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 375 |
|