Symphony Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,354
| Closed | -$217K | – | 251 |
|
|
2024
Q3 | $217K | Buy |
+3,354
| New | +$217K | 0.04% | 209 |
|
|
2022
Q4 | – | Sell |
-5,073
| Closed | -$332K | – | 211 |
|
|
2022
Q3 | $332K | Sell |
5,073
-15
| -0.3% | -$982 | 0.11% | 161 |
|
|
2022
Q2 | $357K | Sell |
5,088
-392
| -7% | -$27.5K | 0.11% | 147 |
|
|
2022
Q1 | $409K | Sell |
5,480
-162
| -3% | -$12.1K | 0.1% | 145 |
|
|
2021
Q4 | $383K | Buy |
5,642
+1,278
| +29% | +$86.8K | 0.11% | 125 |
|
|
2021
Q3 | $273K | Sell |
4,364
-52
| -1% | -$3.25K | 0.1% | 146 |
|
|
2021
Q2 | $290K | Sell |
4,416
-3,133
| -42% | -$206K | 0.1% | 141 |
|
|
2021
Q1 | $515K | Sell |
7,549
-5,662
| -43% | -$386K | 0.14% | 108 |
|
|
2020
Q4 | $867K | Buy |
13,211
+1,209
| +10% | +$79.3K | 0.31% | 56 |
|
|
2020
Q3 | $828K | Sell |
12,002
-1,394
| -10% | -$96.2K | 0.34% | 46 |
|
|
2020
Q2 | $837K | Buy |
13,396
+7,969
| +147% | +$498K | 0.4% | 42 |
|
|
2020
Q1 | $340K | Buy |
+5,427
| New | +$340K | 0.23% | 66 |
|