Allworth Financial’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Buy |
710
+11
| +2% | +$1.39K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $72.5K | Sell |
699
-37
| -5% | -$3.84K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $101K | Buy |
736
+12
| +2% | +$1.64K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $77.8K | Sell |
724
-80
| -10% | -$8.6K | ﹤0.01% | 1195 |
|
|
2024
Q2 | $90.8K | Buy |
804
+64
| +9% | +$7.23K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $90.3K | Buy |
740
+184
| +33% | +$22.5K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $48.7K | Buy |
556
+7
| +1% | +$613 | ﹤0.01% | 1215 |
|
|
2023
Q3 | $41K | Hold |
549
| – | – | ﹤0.01% | 1192 |
|
|
2023
Q2 | $32.4K | Hold |
549
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q1 | $17.5K | Buy |
549
+30
| +6% | +$957 | ﹤0.01% | 1539 |
|
|
2022
Q4 | $17.3K | Buy |
519
+102
| +24% | +$3.4K | ﹤0.01% | 1432 |
|
|
2022
Q3 | $11K | Sell |
417
-10
| -2% | -$264 | ﹤0.01% | 1641 |
|
|
2022
Q2 | $12K | Sell |
427
-549
| -56% | -$15.4K | ﹤0.01% | 1515 |
|
|
2022
Q1 | $42K | Buy |
976
+594
| +155% | +$25.6K | ﹤0.01% | 958 |
|
|
2021
Q4 | $18K | Hold |
382
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q3 | $18K | Sell |
382
-274
| -42% | -$12.9K | ﹤0.01% | 1080 |
|
|
2021
Q2 | $32K | Hold |
656
| – | – | ﹤0.01% | 731 |
|
|
2021
Q1 | $28K | Hold |
656
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $27K | Buy |
+656
| New | +$27K | ﹤0.01% | 601 |
|