CKW Financial Group’s Xos XOS Stock Holding History

CKW Financial Group’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,986	Closed	-$15K	–	197
2025 Q1	$15K	Hold	4,986	–	–	﹤0.01%	112
2024 Q4	$16K	Hold	4,986	–	–	﹤0.01%	171
2024 Q3	$22K	Hold	4,986	–	–	﹤0.01%	161
2024 Q2	$34K	Hold	4,986	–	–	﹤0.01%	147
2024 Q1	$49K	Hold	4,986	–	–	0.01%	137
2023 Q4	$40K	Sell	4,986 -1	-0%	-$9	0.01%	144
2023 Q3	$51K	Hold	4,987	–	–	0.01%	128
2023 Q2	$33K	Hold	4,987	–	–	﹤0.01%	146
2023 Q1	$79K	Hold	4,987	–	–	0.01%	85
2022 Q4	$66K	Hold	4,987	–	–	0.01%	96
2022 Q3	$180K	Hold	4,987	–	–	0.03%	45
2022 Q2	$269K	Hold	4,987	–	–	0.05%	33
2022 Q1	$483K	Hold	4,987	–	–	0.07%	25
2021 Q4	$470K	Hold	4,987	–	–	0.07%	20
2021 Q3	$717K	Buy	+4,987	New	+$1.26M	0.11%	18

Other funds holding XOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CKW Financial Group's XOS Position: Q2 2025 in Review

CKW Financial Group sold out of Xos (XOS) in Q2 2025, closing a stake of 4,986 shares — an estimated $15K sold.

CKW Financial Group first reported a position in XOS in Q3 2021 and held it in 15 quarters. The position peaked at $717K in Q3 2021. 29 funds tracked by Wall St. Rank hold XOS as of Q2 2025.

CKW Financial Group reported no remaining Xos position as of Q2 2025 after selling out during the quarter.
CKW Financial Group sold 4,986 Xos shares in Q2 2025, an estimated $15K.
CKW Financial Group first reported a position in Xos in Q3 2021 and held it in 15 quarters.
CKW Financial Group's Xos position peaked at $717K in Q3 2021.
29 funds tracked by Wall St. Rank held Xos as of Q2 2025.

Based on CKW Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.