Richardson 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
2025 Q2	$79.7K	Hold	1,160	–	–	0.05%	215
2025 Q1	$82.1K	Sell	1,160 -50	-4%	-$3.54K	0.06%	199
2024 Q4	$81.8K	Buy	1,210 +835	+223%	+$56.4K	0.06%	207
2024 Q3	$20K	Hold	375	–	–	0.01%	346
2024 Q2	$20K	Buy	+375	New	+$20K	0.01%	327