AE Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
2,388
-193
| -7% | -$24.4K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $278K | Sell |
2,581
-1,229
| -32% | -$132K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $500K | Buy |
3,810
+602
| +19% | +$79K | ﹤0.01% | 913 |
|
|
2024
Q3 | $345K | Buy |
3,208
+237
| +8% | +$25.5K | ﹤0.01% | 983 |
|
|
2024
Q2 | $315K | Sell |
2,971
-370
| -11% | -$39.3K | ﹤0.01% | 1015 |
|
|
2024
Q1 | $408K | Buy |
3,341
+155
| +5% | +$18.9K | ﹤0.01% | 876 |
|
|
2023
Q4 | $277K | Buy |
3,186
+90
| +3% | +$7.82K | ﹤0.01% | 1743 |
|
|
2023
Q3 | $231K | Sell |
3,096
-10,115
| -77% | -$755K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $779K | Buy |
13,211
+5,353
| +68% | +$316K | ﹤0.01% | 1183 |
|
|
2023
Q1 | $251K | Buy |
+7,858
| New | +$251K | ﹤0.01% | 1628 |
|
|
2022
Q2 | – | Sell |
-5,281
| Closed | -$228K | – | 1854 |
|
|
2022
Q1 | $228K | Buy |
5,281
+308
| +6% | +$13.3K | ﹤0.01% | 1534 |
|
|
2021
Q4 | $229K | Buy |
4,973
+104
| +2% | +$4.79K | ﹤0.01% | 1558 |
|
|
2021
Q3 | $230K | Sell |
4,869
-3,068
| -39% | -$145K | ﹤0.01% | 1474 |
|
|
2021
Q2 | $384K | Buy |
7,937
+604
| +8% | +$29.2K | ﹤0.01% | 1235 |
|
|
2021
Q1 | $313K | Buy |
7,333
+38
| +0.5% | +$1.62K | ﹤0.01% | 1232 |
|
|
2020
Q4 | $301K | Buy |
7,295
+29
| +0.4% | +$1.2K | ﹤0.01% | 1146 |
|
|
2020
Q3 | $213K | Buy |
+7,266
| New | +$213K | ﹤0.01% | 1160 |
|