CAPTRUST Financial Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
7,507
+2,958
| +65% | +$374K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $489K | Sell |
4,549
-670
| -13% | -$72.1K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $685K | Sell |
5,219
-266
| -5% | -$34.9K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $590K | Sell |
5,485
-605
| -10% | -$65K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $646K | Sell |
6,090
-1,470
| -19% | -$156K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $923K | Sell |
7,560
-57,929
| -88% | -$7.07M | ﹤0.01% | 1170 |
|
|
2023
Q4 | $5.74M | Buy |
65,489
+1,791
| +3% | +$157K | 0.02% | 511 |
|
|
2023
Q3 | $4.76M | Buy |
63,698
+2,148
| +3% | +$160K | 0.02% | 530 |
|
|
2023
Q2 | $3.63M | Sell |
61,550
-2,141
| -3% | -$126K | 0.01% | 610 |
|
|
2023
Q1 | $2.03M | Buy |
63,691
+1,318
| +2% | +$42K | 0.01% | 743 |
|
|
2022
Q4 | $2.08M | Buy |
62,373
+52,250
| +516% | +$1.74M | 0.01% | 708 |
|
|
2022
Q3 | $268K | Sell |
10,123
-1,069
| -10% | -$28.3K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $320K | Sell |
11,192
-446
| -4% | -$12.8K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $503K | Buy |
11,638
+1,059
| +10% | +$45.8K | ﹤0.01% | 1150 |
|
|
2021
Q4 | $487K | Sell |
10,579
-451
| -4% | -$20.8K | ﹤0.01% | 1140 |
|
|
2021
Q3 | $522K | Sell |
11,030
-6,440
| -37% | -$305K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $845K | Buy |
17,470
+3,932
| +29% | +$190K | 0.01% | 784 |
|
|
2021
Q1 | $577K | Sell |
13,538
-3,640
| -21% | -$155K | 0.01% | 907 |
|
|
2020
Q4 | $708K | Buy |
17,178
+3,348
| +24% | +$138K | 0.01% | 719 |
|
|
2020
Q3 | $407K | Buy |
13,830
+1,235
| +10% | +$36.3K | 0.01% | 776 |
|
|
2020
Q2 | $333K | Buy |
12,595
+761
| +6% | +$20.1K | 0.01% | 838 |
|
|
2020
Q1 | $189K | Hold |
11,834
| – | – | ﹤0.01% | 879 |
|
|
2019
Q4 | $329K | Buy |
11,834
+11,565
| +4,299% | +$322K | 0.01% | 806 |
|
|
2019
Q3 | $7K | Hold |
269
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q2 | $5K | Hold |
269
| – | – | ﹤0.01% | 1661 |
|
|
2019
Q1 | $5K | Buy |
269
+55
| +26% | +$1.02K | ﹤0.01% | 1547 |
|
|
2018
Q4 | $4K | Buy |
214
+46
| +27% | +$860 | ﹤0.01% | 1401 |
|
|
2018
Q3 | $7K | Sell |
168
-4,565
| -96% | -$190K | ﹤0.01% | 1308 |
|
|
2018
Q2 | $164K | Buy |
4,733
+1,321
| +39% | +$45.8K | 0.01% | 402 |
|
|
2018
Q1 | $114K | Buy |
+3,412
| New | +$114K | 0.01% | 421 |
|