True Wealth Design’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 | $64.8K | Sell |
952
-1,085
| -53% | -$73.9K | 0.02% | 167 |
|
|
2025
Q1 | $144K | Buy |
2,037
+50
| +3% | +$3.54K | 0.05% | 53 |
|
|
2024
Q4 | $134K | Buy |
1,987
+14
| +0.7% | +$945 | 0.05% | 44 |
|
|
2024
Q3 | $129K | Buy |
1,973
+1,962
| +17,836% | +$128K | 0.05% | 42 |
|
|
2024
Q2 | $588 | Sell |
11
-1
| -8% | -$53 | ﹤0.01% | 626 |
|
|
2024
Q1 | $645 | Buy |
12
+5
| +71% | +$269 | ﹤0.01% | 571 |
|
|
2023
Q4 | $434 | Hold |
7
| – | – | ﹤0.01% | 503 |
|
|
2023
Q3 | $401 | Hold |
7
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $436 | Hold |
7
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $473 | Hold |
7
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $491 | Buy |
+7
| New | +$491 | ﹤0.01% | 453 |
|