Graves Light Lenhart Wealth’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,000	Closed	-$215K	–	187
2024 Q1	$215K	Hold	4,000	–	–	0.02%	171
2023 Q4	$248K	Hold	4,000	–	–	0.03%	161
2023 Q3	$229K	Hold	4,000	–	–	0.03%	158
2023 Q2	$249K	Hold	4,000	–	–	0.03%	157
2023 Q1	$270K	Hold	4,000	–	–	0.04%	137
2022 Q4	$280K	Sell	4,000 -71	-2%	-$4.98K	0.04%	141
2022 Q3	$261K	Sell	4,071 -381	-9%	-$24.4K	0.04%	143
2022 Q2	$315K	Hold	4,452	–	–	0.05%	134
2022 Q1	$321K	Hold	4,452	–	–	0.04%	139
2021 Q4	$301K	Hold	4,452	–	–	0.04%	152
2021 Q3	$278K	Hold	4,452	–	–	0.04%	149
2021 Q2	$293K	Hold	4,452	–	–	0.05%	140
2021 Q1	$296K	Hold	4,452	–	–	0.05%	142
2020 Q4	$297K	Hold	4,452	–	–	0.06%	131
2020 Q3	$307K	Hold	4,452	–	–	0.07%	114
2020 Q2	$278K	Hold	4,452	–	–	0.07%	122
2020 Q1	$268K	Hold	4,452	–	–	0.07%	118
2019 Q4	$283K	Hold	4,452	–	–	0.06%	139
2019 Q3	$283K	Hold	4,452	–	–	0.06%	136
2019 Q2	$265K	Hold	4,452	–	–	0.06%	133
2019 Q1	$250K	Buy	4,452 +71	+2%	+$3.99K	0.06%	127
2018 Q4	$216K	Buy	+4,381	New	+$216K	0.06%	131