Valued Wealth Advisors’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 | $7.72K | Buy |
112
+12
| +12% | +$827 | ﹤0.01% | 233 |
|
|
2025
Q1 | $7.15K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2024
Q4 | $6.75K | Buy |
100
+7
| +8% | +$473 | ﹤0.01% | 270 |
|
|
2024
Q3 | $6.12K | Buy |
93
+16
| +21% | +$1.05K | ﹤0.01% | 266 |
|
|
2024
Q2 | $4.16K | Sell |
77
-1
| -1% | -$54 | ﹤0.01% | 291 |
|
|
2024
Q1 | $4.22K | Sell |
78
-3
| -4% | -$162 | ﹤0.01% | 265 |
|
|
2023
Q4 | $4.68K | Buy |
+81
| New | +$4.68K | ﹤0.01% | 206 |
|