Atria Wealth Solutions’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,566
| Closed | -$491K | – | 1927 |
|
|
2025
Q1 | $491K | Sell |
4,566
-66
| -1% | -$7.1K | 0.01% | 1201 |
|
|
2024
Q4 | $607K | Buy |
4,632
+1,328
| +40% | +$174K | 0.01% | 1154 |
|
|
2024
Q3 | $355K | Sell |
3,304
-617
| -16% | -$66.3K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $416K | Buy |
3,921
+132
| +3% | +$14K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $462K | Sell |
3,789
-1,000
| -21% | -$122K | 0.01% | 1298 |
|
|
2023
Q4 | $419K | Sell |
4,789
-777
| -14% | -$68.1K | 0.01% | 1292 |
|
|
2023
Q3 | $416K | Sell |
5,566
-125
| -2% | -$9.33K | 0.01% | 1218 |
|
|
2023
Q2 | $336K | Sell |
5,691
-2,300
| -29% | -$136K | ﹤0.01% | 1363 |
|
|
2023
Q1 | $255K | Hold |
7,991
| – | – | ﹤0.01% | 1510 |
|
|
2022
Q4 | $266K | Sell |
7,991
-19,763
| -71% | -$658K | ﹤0.01% | 1424 |
|
|
2022
Q3 | $734K | Sell |
27,754
-1,956
| -7% | -$51.7K | 0.01% | 834 |
|
|
2022
Q2 | $850K | Buy |
+29,710
| New | +$850K | 0.02% | 740 |
|