Creative Planning’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
10,050
+1,833
| +22% | +$231K | ﹤0.01% | 1654 |
|
|
2025
Q1 | $884K | Buy |
8,217
+2,029
| +33% | +$218K | ﹤0.01% | 1810 |
|
|
2024
Q4 | $812K | Buy |
6,188
+169
| +3% | +$22.2K | ﹤0.01% | 1809 |
|
|
2024
Q3 | $647K | Buy |
6,019
+611
| +11% | +$65.7K | ﹤0.01% | 1885 |
|
|
2024
Q2 | $574K | Sell |
5,408
-1,148
| -18% | -$122K | ﹤0.01% | 1830 |
|
|
2024
Q1 | $800K | Buy |
6,556
+2,004
| +44% | +$245K | ﹤0.01% | 1502 |
|
|
2023
Q4 | $399K | Buy |
4,552
+420
| +10% | +$36.8K | ﹤0.01% | 1864 |
|
|
2023
Q3 | $308K | Buy |
4,132
+344
| +9% | +$25.7K | ﹤0.01% | 1916 |
|
|
2023
Q2 | $223K | Buy |
+3,788
| New | +$223K | ﹤0.01% | 2125 |
|
|
2021
Q2 | – | Sell |
-8,596
| Closed | -$367K | – | 2352 |
|
|
2021
Q1 | $367K | Buy |
8,596
+1,339
| +18% | +$57.2K | ﹤0.01% | 1626 |
|
|
2020
Q4 | $299K | Sell |
7,257
-7,304
| -50% | -$301K | ﹤0.01% | 1610 |
|
|
2020
Q3 | $426K | Buy |
+14,561
| New | +$426K | ﹤0.01% | 1202 |
|
|
2020
Q1 | – | Sell |
-19,919
| Closed | -$549K | – | 1926 |
|
|
2019
Q4 | $549K | Buy |
19,919
+11,696
| +142% | +$322K | ﹤0.01% | 1051 |
|
|
2019
Q3 | $204K | Buy |
+8,223
| New | +$204K | ﹤0.01% | 1586 |
|
|
2019
Q1 | – | Sell |
-14,058
| Closed | -$277K | – | 1917 |
|
|
2018
Q4 | $277K | Sell |
14,058
-13,841
| -50% | -$273K | ﹤0.01% | 1275 |
|
|
2018
Q3 | $1.1M | Sell |
27,899
-2,784
| -9% | -$110K | ﹤0.01% | 717 |
|
|
2018
Q2 | $1.06M | Buy |
30,683
+3,041
| +11% | +$105K | ﹤0.01% | 709 |
|
|
2018
Q1 | $973K | Buy |
27,642
+16,886
| +157% | +$594K | ﹤0.01% | 748 |
|
|
2017
Q4 | $341K | Buy |
+10,756
| New | +$341K | ﹤0.01% | 1278 |
|
|
2017
Q3 | – | Sell |
-6,587
| Closed | -$147K | – | 3638 |
|
|
2017
Q2 | $147K | Sell |
6,587
-2,290
| -26% | -$51.1K | ﹤0.01% | 1698 |
|
|
2017
Q1 | $147K | Sell |
8,877
-1,734
| -16% | -$28.7K | ﹤0.01% | 1687 |
|
|
2016
Q4 | $158K | Buy |
10,611
+578
| +6% | +$8.61K | ﹤0.01% | 1537 |
|
|
2016
Q3 | $127K | Buy |
10,033
+6,130
| +157% | +$77.6K | ﹤0.01% | 1671 |
|
|
2016
Q2 | $35K | Hold |
3,903
| – | – | ﹤0.01% | 2379 |
|
|
2016
Q1 | $41K | Hold |
3,903
| – | – | ﹤0.01% | 2223 |
|
|
2015
Q4 | $37K | Hold |
3,903
| – | – | ﹤0.01% | 2342 |
|
|
2015
Q3 | $32K | Buy |
+3,903
| New | +$32K | ﹤0.01% | 2367 |
|
|
2015
Q2 | – | Sell |
-578
| Closed | -$9K | – | 2920 |
|
|
2015
Q1 | $9K | Hold |
578
| – | – | ﹤0.01% | 3222 |
|
|
2014
Q4 | $8K | Buy |
+578
| New | +$8K | ﹤0.01% | 3196 |
|