Charles Schwab’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
85,131
+5,591
| +7% | +$113K | ﹤0.01% | 2717 |
|
|
2025
Q1 | $1.09M | Sell |
79,540
-83,698
| -51% | -$1.15M | ﹤0.01% | 2808 |
|
|
2024
Q4 | $1.93M | Sell |
163,238
-85,655
| -34% | -$1.02M | ﹤0.01% | 2690 |
|
|
2024
Q3 | $4.47M | Sell |
248,893
-81,601
| -25% | -$1.46M | ﹤0.01% | 2430 |
|
|
2024
Q2 | $5.81M | Sell |
330,494
-62,184
| -16% | -$1.09M | ﹤0.01% | 2292 |
|
|
2024
Q1 | $10.1M | Sell |
392,678
-45,871
| -10% | -$1.18M | ﹤0.01% | 1977 |
|
|
2023
Q4 | $11.4M | Buy |
438,549
+72,987
| +20% | +$1.9M | ﹤0.01% | 1914 |
|
|
2023
Q3 | $8.43M | Buy |
365,562
+75,262
| +26% | +$1.73M | ﹤0.01% | 1997 |
|
|
2023
Q2 | $6.81M | Buy |
290,300
+160,517
| +124% | +$3.77M | ﹤0.01% | 2086 |
|
|
2023
Q1 | $1.54M | Buy |
+129,783
| New | +$1.54M | ﹤0.01% | 2593 |
|