Wilbanks Smith & Thomas Asset 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 Q1	$213K	Hold	3,958	–	–	0.01%	498
2023 Q4	$245K	Hold	3,958	–	–	0.01%	472
2023 Q3	$226K	Hold	3,958	–	–	0.01%	461
2023 Q2	$246K	Hold	3,958	–	–	0.01%	453
2023 Q1	$267K	Hold	3,958	–	–	0.01%	432
2022 Q4	$277K	Sell	3,958 -605	-13%	-$42.4K	0.01%	399
2022 Q3	$292K	Sell	4,563 -66	-1%	-$4.22K	0.01%	366
2022 Q2	$328K	Buy	4,629 +1,556	+51%	+$110K	0.01%	364
2022 Q1	$222K	Sell	3,073 -1,490	-33%	-$108K	0.01%	460
2021 Q4	$309K	Hold	4,563	–	–	0.01%	410
2021 Q3	$285K	Hold	4,563	–	–	0.01%	401
2021 Q2	$301K	Hold	4,563	–	–	0.01%	389
2021 Q1	$303K	Hold	4,563	–	–	0.01%	364
2020 Q4	$304K	Buy	4,563 +487	+12%	+$32.4K	0.01%	333
2020 Q3	$281K	Hold	4,076	–	–	0.02%	323
2020 Q2	$255K	Hold	4,076	–	–	0.02%	332
2020 Q1	$246K	Hold	4,076	–	–	0.02%	312
2019 Q4	$259K	Hold	4,076	–	–	0.02%	353
2019 Q3	$264K	Hold	4,076	–	–	0.02%	342
2019 Q2	$242K	Hold	4,076	–	–	0.02%	360
2019 Q1	$229K	Hold	4,076	–	–	0.01%	368
2018 Q4	$201K	Hold	4,076	–	–	0.01%	335
2018 Q3	$192K	Buy	+4,076	New	+$192K	0.01%	397
2018 Q2	–	Sell	-5,801	Closed	-$264K	–	369
2018 Q1	$264K	Hold	5,801	–	–	0.02%	280
2017 Q4	$279K	Sell	5,801 -15	-0.3%	-$721	0.02%	277
2017 Q3	$275K	Hold	5,816	–	–	0.02%	263
2017 Q2	$267K	Hold	5,816	–	–	0.02%	255
2017 Q1	$259K	Hold	5,816	–	–	0.02%	268
2016 Q4	$237K	Buy	+5,816	New	+$237K	0.02%	263