Ownership history in Xcel Wealth Management, LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Xcel Wealth Management, LLC reported a position in BANK AMER CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Xcel Wealth Management, LLC outperformed the S&P 500 by +0.9% annually on this BAC position. Timing score: 56% (14/25 decisions correct). Average cost basis: $27.45. Maximum drawdown during holding period: β39.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 25 add/trim decisions correct
Best entry: $20.66 (2020 Q2) Β· Worst: $39.96 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 11 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.71% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size