SWA
SOA Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Hold |
676
| – | – | 0.01% | 380 |
|
|
2025
Q1 | $47.9K | Hold |
676
| – | – | 0.01% | 350 |
|
|
2024
Q4 | $45.6K | Hold |
676
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $44.1K | Hold |
676
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $36.1K | Sell |
676
-546
| -45% | -$29.2K | 0.01% | 353 |
|
|
2024
Q1 | $65.7K | Buy |
1,222
+4
| +0.3% | +$215 | 0.01% | 281 |
|
|
2023
Q4 | $75.4K | Buy |
1,218
+5
| +0.4% | +$309 | 0.02% | 260 |
|
|
2023
Q3 | $69.4K | Buy |
1,213
+5
| +0.4% | +$286 | 0.02% | 256 |
|
|
2023
Q2 | $75.1K | Buy |
1,208
+3
| +0.2% | +$187 | 0.02% | 255 |
|
|
2023
Q1 | $81.2K | Buy |
1,205
+4
| +0.3% | +$270 | 0.02% | 241 |
|
|
2022
Q4 | $84.2K | Buy |
1,201
+5
| +0.4% | +$350 | 0.02% | 234 |
|
|
2022
Q3 | $76K | Buy |
1,196
+4
| +0.3% | +$254 | 0.02% | 223 |
|
|
2022
Q2 | $84K | Buy |
1,192
+3
| +0.3% | +$211 | 0.02% | 218 |
|
|
2022
Q1 | $85K | Buy |
1,189
+3
| +0.3% | +$214 | 0.02% | 248 |
|
|
2021
Q4 | $80K | Sell |
1,186
-287
| -19% | -$19.4K | 0.02% | 246 |
|
|
2021
Q3 | $92K | Buy |
1,473
+3
| +0.2% | +$187 | 0.02% | 230 |
|
|
2021
Q2 | $96K | Buy |
1,470
+3
| +0.2% | +$196 | 0.02% | 220 |
|
|
2021
Q1 | $97K | Buy |
1,467
+500
| +52% | +$33.1K | 0.03% | 199 |
|
|
2020
Q4 | $60K | Buy |
+967
| New | +$60K | 0.02% | 241 |
|