Lenox 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
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1019
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1015
2021 Q3	$0	Hold	4	–	–	﹤0.01%	802
2021 Q2	$0	Hold	4	–	–	﹤0.01%	809
2021 Q1	$0	Buy	+4	New	–	﹤0.01%	767
2020 Q4	–	Sell	-52	Closed	-$4K	–	687
2020 Q3	$4K	Buy	+52	New	+$4K	﹤0.01%	466
2019 Q2	–	Sell	-57	Closed	-$3K	–	586
2019 Q1	$3K	Sell	57 -118	-67%	-$6.21K	﹤0.01%	490
2018 Q4	$9K	Hold	175	–	–	﹤0.01%	267
2018 Q3	$8K	Hold	175	–	–	﹤0.01%	290
2018 Q2	$8K	Hold	175	–	–	﹤0.01%	406
2018 Q1	$8K	Buy	+175	New	+$8K	﹤0.01%	385
2016 Q4	–	Sell	-451	Closed	-$19K	–	194
2016 Q3	$19K	Hold	451	–	–	0.01%	144
2016 Q2	$20K	Hold	451	–	–	0.01%	136
2016 Q1	$19K	Hold	451	–	–	0.01%	140
2015 Q4	$16K	Sell	451 -452	-50%	-$16K	0.01%	158
2015 Q3	$32K	Hold	903	–	–	0.01%	109
2015 Q2	$29K	Hold	903	–	–	0.01%	86
2015 Q1	$31K	Hold	903	–	–	0.01%	98
2014 Q4	$32K	Hold	903	–	–	0.01%	100
2014 Q3	$27K	Hold	903	–	–	0.01%	117
2014 Q2	$29K	Hold	903	–	–	0.01%	91
2014 Q1	$27K	Hold	903	–	–	0.02%	86
2013 Q4	$25K	Buy	+903	New	+$25K	0.02%	101