Allworth Financial’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Buy |
1,413
+35
| +3% | +$626 | ﹤0.01% | 2367 |
|
|
2025
Q1 | $28.7K | Buy |
1,378
+37
| +3% | +$770 | ﹤0.01% | 1853 |
|
|
2024
Q4 | $19.5K | Buy |
1,341
+333
| +33% | +$4.84K | ﹤0.01% | 2119 |
|
|
2024
Q3 | $12.3K | Buy |
1,008
+2
| +0.2% | +$24 | ﹤0.01% | 2174 |
|
|
2024
Q2 | $8.5K | Buy |
1,006
+171
| +20% | +$1.45K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $6.41K | Buy |
835
+182
| +28% | +$1.4K | ﹤0.01% | 2301 |
|
|
2023
Q4 | $9.53K | Sell |
653
-19
| -3% | -$277 | ﹤0.01% | 1997 |
|
|
2023
Q3 | $12.3K | Buy |
672
+47
| +8% | +$863 | ﹤0.01% | 1767 |
|
|
2023
Q2 | $8.39K | Buy |
625
+96
| +18% | +$1.29K | ﹤0.01% | 1915 |
|
|
2023
Q1 | $5.88K | Sell |
529
-22
| -4% | -$244 | ﹤0.01% | 1977 |
|
|
2022
Q4 | $5.48K | Buy |
551
+485
| +735% | +$4.82K | ﹤0.01% | 1863 |
|
|
2022
Q3 | $1K | Buy |
66
+26
| +65% | +$394 | ﹤0.01% | 2549 |
|
|
2022
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 2296 |
|