SOA Wealth Advisors’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 | $51.3K | Sell |
|
|||||
|
2025
Q2 | $46K | Hold |
|
|||||
|
2025
Q1 | $47.9K | Hold |
|
|||||
|
2024
Q4 | $45.6K | Hold |
|
|||||
|
2024
Q3 | $44.1K | Hold |
|
|||||
|
2024
Q2 | $36.1K | Sell |
|
|||||
|
2024
Q1 | $65.7K | Buy |
|
|||||
|
2023
Q4 | $75.4K | Buy |
|
|||||
|
2023
Q3 | $69.4K | Buy |
|
|||||
|
2023
Q2 | $75.1K | Buy |
|
|||||
|
2023
Q1 | $81.2K | Buy |
|
|||||
|
2022
Q4 | $84.2K | Buy |
|
|||||
|
2022
Q3 | $76K | Buy |
|
|||||
|
2022
Q2 | $84K | Buy |
|
|||||
|
2022
Q1 | $85K | Buy |
|
|||||
|
2021
Q4 | $80K | Sell |
|
|||||
|
2021
Q3 | $92K | Buy |
|
|||||
|
2021
Q2 | $96K | Buy |
|
|||||
|
2021
Q1 | $97K | Buy |
|
|||||
|
2020
Q4 | $60K | Buy |
|