Quotient Wealth Partners’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 | $1.7M | Sell |
24,900
-362
| -1% | -$24.7K | 0.05% | 85 |
|
|
2025
Q1 | $1.79M | Sell |
25,262
-106
| -0.4% | -$7.5K | 0.06% | 77 |
|
|
2024
Q4 | $1.71M | Buy |
25,368
+991
| +4% | +$66.9K | 0.06% | 73 |
|
|
2024
Q3 | $1.59M | Buy |
24,377
+435
| +2% | +$28.4K | 0.05% | 73 |
|
|
2024
Q2 | $1.28M | Sell |
23,942
-1,962
| -8% | -$105K | 0.04% | 87 |
|
|
2024
Q1 | $1.39M | Buy |
25,904
+3,737
| +17% | +$201K | 0.05% | 95 |
|
|
2023
Q4 | $1.37M | Buy |
+22,167
| New | +$1.37M | 0.05% | 98 |
|