Sound Income Strategies’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 | $145K | Sell |
2,128
-422
| -17% | -$28.7K | 0.01% | 328 |
|
|
2025
Q1 | $180K | Sell |
2,550
-337
| -12% | -$23.9K | 0.01% | 297 |
|
|
2024
Q4 | $195K | Buy |
2,887
+133
| +5% | +$8.98K | 0.01% | 253 |
|
|
2024
Q3 | $180K | Buy |
2,754
+566
| +26% | +$37K | 0.01% | 262 |
|
|
2024
Q2 | $117K | Hold |
2,188
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $118K | Hold |
2,188
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $135K | Buy |
2,188
+1,000
| +84% | +$61.9K | 0.01% | 239 |
|
|
2023
Q3 | $68K | Buy |
1,188
+1,145
| +2,663% | +$65.5K | 0.01% | 261 |
|
|
2023
Q2 | $2.67K | Hold |
43
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $2.9K | Hold |
43
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $3.02K | Hold |
43
| – | – | ﹤0.01% | 711 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 670 |
|
|
2022
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 687 |
|
|
2021
Q1 | – | Sell |
-646
| Closed | -$43K | – | 1045 |
|
|
2020
Q4 | $43K | Buy |
646
+644
| +32,200% | +$42.9K | 0.01% | 224 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 951 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 891 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 897 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $0 | Sell |
2
-1,400
| -100% | – | ﹤0.01% | 781 |
|
|
2019
Q2 | $83K | Hold |
1,402
| – | – | 0.03% | 94 |
|
|
2019
Q1 | $79K | Hold |
1,402
| – | – | 0.04% | 98 |
|
|
2018
Q4 | $69K | Buy |
1,402
+1,244
| +787% | +$61.2K | 0.04% | 104 |
|
|
2018
Q3 | $7K | Buy |
158
+156
| +7,800% | +$6.91K | ﹤0.01% | 422 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 804 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 681 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 589 |
|