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Gilliland Jeter Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$20.7K – 242
2024
Q3 		$20.7K Hold
1,000
– – 0.01% 387
2024
Q2 		$19.9K Hold
1,000
– – 0.01% 384
2024
Q1 		$22.8K Buy
+1,000
New +$22.6K 0.01% 357

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Gilliland Jeter Wealth Management's CAPL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of CrossAmerica Partners (CAPL) in Q4 2024, closing a stake of 1,000 shares — an estimated $20.7K sold.

Gilliland Jeter Wealth Management first reported a position in CAPL in Q1 2024 and held it in 3 quarters. The position peaked at $22.8K in Q1 2024. 63 funds tracked by Wall St. Rank hold CAPL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining CrossAmerica Partners position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,000 CrossAmerica Partners shares in Q4 2024, an estimated $20.7K.
  • Gilliland Jeter Wealth Management first reported a position in CrossAmerica Partners in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's CrossAmerica Partners position peaked at $22.8K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.