Safeguard Investment Advisory Group’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 | $427K | Hold |
6,265
| – | – | 0.11% | 84 |
|
|
2025
Q1 | $444K | Buy |
6,265
+15
| +0.2% | +$1.06K | 0.12% | 75 |
|
|
2024
Q4 | $422K | Hold |
6,250
| – | – | 0.12% | 66 |
|
|
2024
Q3 | $408K | Sell |
6,250
-7
| -0.1% | -$457 | 0.12% | 65 |
|
|
2024
Q2 | $334K | Buy |
+6,257
| New | +$334K | 0.1% | 68 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | – | – | 735 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 798 |
|