Tradition Wealth Management’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
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $2.31M | Buy |
|
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $730K | Sell |
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|
2023
Q1 | $810K | Buy |
|
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|
2022
Q4 | $777K | Sell |
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|
2022
Q3 | $725K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $789K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $649K | Buy |
|