Sowell 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 | $278K | Sell |
4,087
-897
| -18% | -$61.1K | 0.01% | 819 |
|
|
2025
Q1 | $353K | Buy |
+4,984
| New | +$353K | 0.02% | 696 |
|
|
2024
Q3 | – | Sell |
-15,877
| Closed | -$857K | – | 588 |
|
|
2024
Q2 | $857K | Buy |
15,877
+3,244
| +26% | +$175K | 0.04% | 357 |
|
|
2024
Q1 | $686K | Buy |
+12,633
| New | +$686K | 0.03% | 406 |
|
|
2023
Q2 | – | Sell |
-6,095
| Closed | -$411K | – | 846 |
|
|
2023
Q1 | $411K | Buy |
+6,095
| New | +$411K | 0.03% | 487 |
|
|
2021
Q2 | – | Sell |
-6,673
| Closed | -$477K | – | 2773 |
|
|
2021
Q1 | $477K | Sell |
6,673
-1,498
| -18% | -$107K | 0.02% | 655 |
|
|
2020
Q4 | $545K | Buy |
8,171
+629
| +8% | +$42K | 0.02% | 496 |
|
|
2020
Q3 | $520K | Sell |
7,542
-2,938
| -28% | -$203K | 0.03% | 457 |
|
|
2020
Q2 | $655K | Buy |
10,480
+4,669
| +80% | +$292K | 0.04% | 380 |
|
|
2020
Q1 | $350K | Buy |
5,811
+204
| +4% | +$12.3K | 0.03% | 497 |
|
|
2019
Q4 | $356K | Buy |
5,607
+495
| +10% | +$31.4K | 0.03% | 547 |
|
|
2019
Q3 | $332K | Buy |
+5,112
| New | +$332K | 0.03% | 510 |
|
|
2019
Q1 | $273K | Buy |
4,848
+8
| +0.2% | +$450 | 0.03% | 467 |
|
|
2018
Q4 | $238K | Buy |
4,840
+558
| +13% | +$27.4K | 0.03% | 432 |
|
|
2018
Q3 | $202K | Buy |
+4,282
| New | +$202K | 0.03% | 332 |
|