Cetera Investment Advisers’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
36,563
+85
| +0.2% | +$1.72K | ﹤0.01% | 2659 |
|
|
2025
Q1 | $502K | Buy |
36,478
+2,331
| +7% | +$32.1K | ﹤0.01% | 2841 |
|
|
2024
Q4 | $405K | Sell |
34,147
-6,102
| -15% | -$72.3K | ﹤0.01% | 2857 |
|
|
2024
Q3 | $722K | Buy |
40,249
+3,344
| +9% | +$60K | ﹤0.01% | 2356 |
|
|
2024
Q2 | $649K | Buy |
36,905
+6,961
| +23% | +$122K | ﹤0.01% | 2396 |
|
|
2024
Q1 | $768K | Buy |
29,944
+8,122
| +37% | +$208K | ﹤0.01% | 2277 |
|
|
2023
Q4 | $569K | Buy |
21,822
+3,536
| +19% | +$92.2K | ﹤0.01% | 1424 |
|
|
2023
Q3 | $421K | Sell |
18,286
-12,610
| -41% | -$291K | ﹤0.01% | 1515 |
|
|
2023
Q2 | $725K | Sell |
30,896
-4,946
| -14% | -$116K | 0.01% | 1236 |
|
|
2023
Q1 | $425K | Buy |
+35,842
| New | +$425K | ﹤0.01% | 1518 |
|