RDA Financial Network’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Sell |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $417K | Sell |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $379K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $313K | Hold |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $368K | Hold |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $325K | Hold |
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|
2019
Q1 | $298K | Buy |
|