Addison Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
1,075
| – | – | 0.03% | 267 |
|
|
2025
Q1 | $116K | Hold |
1,075
| – | – | 0.03% | 280 |
|
|
2024
Q4 | $141K | Hold |
1,075
| – | – | 0.04% | 256 |
|
|
2024
Q3 | $116K | Hold |
1,075
| – | – | 0.03% | 289 |
|
|
2024
Q2 | $114K | Hold |
1,075
| – | – | 0.04% | 273 |
|
|
2024
Q1 | $131K | Hold |
1,075
| – | – | 0.05% | 254 |
|
|
2023
Q4 | $94.2K | Hold |
1,075
| – | – | 0.04% | 279 |
|
|
2023
Q3 | $80.3K | Hold |
1,075
| – | – | 0.04% | 273 |
|
|
2023
Q2 | $63.4K | Hold |
1,075
| – | – | 0.03% | 293 |
|
|
2023
Q1 | $34.3K | Hold |
1,075
| – | – | 0.02% | 342 |
|
|
2022
Q4 | $35.8K | Sell |
1,075
-734
| -41% | -$24.4K | 0.02% | 317 |
|
|
2022
Q3 | $48K | Hold |
1,809
| – | – | 0.03% | 267 |
|
|
2022
Q2 | $52K | Hold |
1,809
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $78K | Hold |
1,809
| – | – | 0.04% | 231 |
|
|
2021
Q4 | $83K | Hold |
1,809
| – | – | 0.05% | 197 |
|
|
2021
Q3 | $86K | Sell |
1,809
-1,299
| -42% | -$61.8K | 0.07% | 141 |
|
|
2021
Q2 | $150K | Buy |
+3,108
| New | +$150K | 0.12% | 101 |
|
|
2020
Q4 | $128K | Buy |
+3,108
| New | +$128K | 0.12% | 105 |
|