RDA Financial Network’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 | $290K | Sell |
4,251
-498
| -10% | -$33.9K | 0.08% | 210 |
|
|
2025
Q1 | $336K | Sell |
4,749
-802
| -14% | -$56.8K | 0.1% | 176 |
|
|
2024
Q4 | $375K | Sell |
5,551
-449
| -7% | -$30.3K | 0.11% | 166 |
|
|
2024
Q3 | $392K | Sell |
6,000
-750
| -11% | -$49K | 0.12% | 161 |
|
|
2024
Q2 | $361K | Buy |
6,750
+1,353
| +25% | +$72.3K | 0.12% | 161 |
|
|
2024
Q1 | $290K | Hold |
5,397
| – | – | 0.1% | 185 |
|
|
2023
Q4 | $334K | Hold |
5,397
| – | – | 0.13% | 162 |
|
|
2023
Q3 | $309K | Sell |
5,397
-302
| -5% | -$17.3K | 0.13% | 162 |
|
|
2023
Q2 | $354K | Buy |
5,699
+41
| +0.7% | +$2.55K | 0.15% | 144 |
|
|
2023
Q1 | $382K | Sell |
5,658
-49
| -0.9% | -$3.31K | 0.17% | 127 |
|
|
2022
Q4 | $400K | Sell |
5,707
-72
| -1% | -$5.05K | 0.2% | 117 |
|
|
2022
Q3 | $370K | Hold |
5,779
| – | – | 0.2% | 120 |
|
|
2022
Q2 | $409K | Hold |
5,779
| – | – | 0.21% | 119 |
|
|
2022
Q1 | $417K | Sell |
5,779
-292
| -5% | -$21.1K | 0.18% | 129 |
|
|
2021
Q4 | $411K | Hold |
6,071
| – | – | 0.17% | 139 |
|
|
2021
Q3 | $379K | Hold |
6,071
| – | – | 0.17% | 140 |
|
|
2021
Q2 | $400K | Hold |
6,071
| – | – | 0.18% | 133 |
|
|
2021
Q1 | $404K | Sell |
6,071
-98
| -2% | -$6.52K | 0.17% | 140 |
|
|
2020
Q4 | $411K | Buy |
6,169
+712
| +13% | +$47.4K | 0.19% | 129 |
|
|
2020
Q3 | $377K | Buy |
5,457
+456
| +9% | +$31.5K | 0.17% | 127 |
|
|
2020
Q2 | $313K | Hold |
5,001
| – | – | 0.16% | 142 |
|
|
2020
Q1 | $302K | Sell |
5,001
-450
| -8% | -$27.2K | 0.18% | 122 |
|
|
2019
Q4 | $368K | Hold |
5,451
| – | – | 0.15% | 154 |
|
|
2019
Q3 | $334K | Buy |
5,451
+105
| +2% | +$6.43K | 0.14% | 154 |
|
|
2019
Q2 | $325K | Hold |
5,346
| – | – | 0.15% | 155 |
|
|
2019
Q1 | $298K | Buy |
+5,346
| New | +$298K | 0.14% | 160 |
|