Ownership history in Xcel Wealth Management, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Xcel Wealth Management, LLC reported a position in RH (RH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 110,137 | +95,037 | +629.4% | 5.02% | $19.7M | $179.15 |
| 2025 Q4 | REDUCED | 15,100 | -110,577 | -88.0% | 0.69% | $2.7M | $179.15 |
| 2025 Q3 | ADDED | 125,677 | +11,789 | +10.4% | 6.64% | $25.5M | $203.16 |
| 2025 Q2 | REDUCED | 113,888 | -13,497 | -10.6% | 6.13% | $21.5M | $189.01 |
| 2025 Q1 | REDUCED | 127,385 | -1,234 | -1.0% | 9.30% | $29.9M | $234.41 |
| 2024 Q4 | ADDED | 128,619 | +4,069 | +3.3% | 14.03% | $50.6M | $393.59 |
| 2024 Q3 | ADDED | 124,550 | +1,612 | +1.3% | 12.18% | $41.7M | $334.43 |
| 2024 Q2 | ADDED | 122,938 | +11,317 | +10.1% | 9.41% | $30.1M | $244.44 |
| 2024 Q1 | ADDED | 111,621 | +16,248 | +17.0% | 12.15% | $38.9M | $348.26 |
| 2023 Q4 | ADDED | 95,373 | +6,165 | +6.9% | 9.75% | $27.8M | $291.48 |
As of 2025 Q4 — sorted by position size