CAPTRUST Financial Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $5.74M | Buy |
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|
2023
Q3 | $4.76M | Buy |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $503K | Buy |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $845K | Buy |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $708K | Buy |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $189K | Hold |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $164K | Buy |
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|
2018
Q1 | $114K | Buy |
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