Lockerman Financial Group’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,441	Closed	-$220K	–	81
2022 Q3	$220K	Buy	3,441 +250	+8%	+$16K	0.63%	54
2022 Q2	$226K	Buy	3,191 +11	+0.3%	+$779	0.72%	51
2022 Q1	$230K	Hold	3,180	–	–	0.62%	60
2021 Q4	$215K	Buy	+3,180	New	+$215K	0.56%	60