Kelly Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-170
| Closed | -$9.09K | – | 778 |
|
|
2024
Q2 | $9.09K | Hold |
170
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $9.15K | Hold |
170
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $10.5K | Hold |
170
| – | – | ﹤0.01% | 389 |
|
|
2023
Q3 | $9.74K | Hold |
170
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $10.6K | Hold |
170
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $11.5K | Hold |
170
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $11.9K | Hold |
170
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $10.9K | Hold |
170
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $12K | Hold |
170
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $12.3K | Hold |
170
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $11.5K | Hold |
170
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $10.6K | Sell |
170
-11,045
| -98% | -$691K | 0.01% | 322 |
|
|
2021
Q2 | $170K | Buy |
11,215
+11,045
| +6,497% | +$167K | 0.01% | 316 |
|
|
2021
Q1 | $11.3K | Hold |
170
| – | – | 0.01% | 289 |
|
|
2020
Q4 | $11.4K | Hold |
170
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $11.7K | Hold |
170
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $10.6K | Hold |
170
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $10.3K | Hold |
170
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $10.8K | Hold |
170
| – | – | 0.01% | 227 |
|
|
2019
Q3 | $11K | Hold |
170
| – | – | 0.01% | 216 |
|
|
2019
Q2 | $10.1K | Hold |
170
| – | – | 0.01% | 223 |
|
|
2019
Q1 | $9.57K | Buy |
+170
| New | +$9.57K | 0.01% | 226 |
|