Crossmark Global Holdings’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
690,670
+646,062
| +1,448% | +$13.1M | 0.23% | 104 |
|
|
2025
Q1 | $613K | Sell |
44,608
-420,126
| -90% | -$5.78M | 0.01% | 795 |
|
|
2024
Q4 | $5.51M | Buy |
+464,734
| New | +$5.51M | 0.1% | 217 |
|
|
2024
Q2 | – | Sell |
-358,921
| Closed | -$9.21M | – | 1349 |
|
|
2024
Q1 | $9.21M | Buy |
358,921
+38,671
| +12% | +$992K | 0.18% | 147 |
|
|
2023
Q4 | $8.35M | Sell |
320,250
-8,637
| -3% | -$225K | 0.17% | 148 |
|
|
2023
Q3 | $7.34M | Buy |
328,887
+319,186
| +3,290% | +$7.12M | 0.17% | 154 |
|
|
2023
Q2 | $256K | Buy |
+9,701
| New | +$256K | 0.01% | 1137 |
|