Gilliland Jeter Wealth Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-273	Closed	-$17.8K	–	644
2024 Q3	$17.8K	Buy	273 +3	+1%	+$196	0.01%	404
2024 Q2	$14.4K	Buy	270 +3	+1%	+$160	﹤0.01%	416
2024 Q1	$14.4K	Buy	+267	New	+$14.4K	0.01%	405