Douglas Lane & Associates’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Sell |
295,777
-20,388
| -6% | -$2.57M | 0.54% | 72 |
|
|
2025
Q1 | $34M | Sell |
316,165
-34,306
| -10% | -$3.69M | 0.5% | 81 |
|
|
2024
Q4 | $46M | Sell |
350,471
-69,785
| -17% | -$9.15M | 0.65% | 59 |
|
|
2024
Q3 | $45.2M | Sell |
420,256
-32,017
| -7% | -$3.44M | 0.62% | 65 |
|
|
2024
Q2 | $48M | Sell |
452,273
-54,026
| -11% | -$5.73M | 0.68% | 56 |
|
|
2024
Q1 | $61.8M | Sell |
506,299
-40,826
| -7% | -$4.98M | 0.87% | 50 |
|
|
2023
Q4 | $47.9M | Sell |
547,125
-77,497
| -12% | -$6.79M | 0.74% | 56 |
|
|
2023
Q3 | $46.6M | Sell |
624,622
-221,825
| -26% | -$16.6M | 0.78% | 50 |
|
|
2023
Q2 | $49.9M | Sell |
846,447
-31,396
| -4% | -$1.85M | 0.81% | 51 |
|
|
2023
Q1 | $28M | Sell |
877,843
-67,744
| -7% | -$2.16M | 0.47% | 78 |
|
|
2022
Q4 | $31.5M | Sell |
945,587
-662,545
| -41% | -$22.1M | 0.53% | 65 |
|
|
2022
Q3 | $42.5M | Buy |
1,608,132
+43,400
| +3% | +$1.15M | 0.79% | 50 |
|
|
2022
Q2 | $44.8M | Buy |
1,564,732
+122,707
| +9% | +$3.51M | 0.76% | 57 |
|
|
2022
Q1 | $62.4M | Buy |
1,442,025
+131,323
| +10% | +$5.68M | 0.88% | 45 |
|
|
2021
Q4 | $60.3M | Buy |
1,310,702
+104,930
| +9% | +$4.83M | 0.8% | 47 |
|
|
2021
Q3 | $57M | Sell |
1,205,772
-911,821
| -43% | -$43.1M | 0.82% | 48 |
|
|
2021
Q2 | $102M | Sell |
2,117,593
-80,034
| -4% | -$3.87M | 1.44% | 22 |
|
|
2021
Q1 | $93.7M | Sell |
2,197,627
-184,191
| -8% | -$7.85M | 1.45% | 22 |
|
|
2020
Q4 | $98.2M | Sell |
2,381,818
-227,442
| -9% | -$9.38M | 1.64% | 17 |
|
|
2020
Q3 | $76.4M | Sell |
2,609,260
-58,268
| -2% | -$1.71M | 1.51% | 19 |
|
|
2020
Q2 | $71.3M | Sell |
2,667,528
-21,468
| -0.8% | -$574K | 1.53% | 19 |
|
|
2020
Q1 | $45.3M | Sell |
2,688,996
-93,771
| -3% | -$1.58M | 1.19% | 34 |
|
|
2019
Q4 | $76.7M | Sell |
2,782,767
-7,767
| -0.3% | -$214K | 1.43% | 27 |
|
|
2019
Q3 | $69.1M | Sell |
2,790,534
-11,501
| -0.4% | -$285K | 1.38% | 26 |
|
|
2019
Q2 | $56M | Buy |
2,802,035
+54,514
| +2% | +$1.09M | 1.09% | 41 |
|
|
2019
Q1 | $51.1M | Buy |
2,747,521
+79,536
| +3% | +$1.48M | 1.06% | 39 |
|
|
2018
Q4 | $52.6M | Buy |
2,667,985
+240,304
| +10% | +$4.74M | 1.24% | 32 |
|
|
2018
Q3 | $95.9M | Sell |
2,427,681
-52,910
| -2% | -$2.09M | 1.88% | 8 |
|
|
2018
Q2 | $85.9M | Sell |
2,480,591
-107,325
| -4% | -$3.72M | 1.82% | 10 |
|
|
2018
Q1 | $91.1M | Sell |
2,587,916
-756,016
| -23% | -$26.6M | 1.98% | 5 |
|
|
2017
Q4 | $106M | Sell |
3,343,932
-117,257
| -3% | -$3.71M | 2.23% | 2 |
|
|
2017
Q3 | $81.1M | Sell |
3,461,189
-76,871
| -2% | -$1.8M | 1.86% | 7 |
|
|
2017
Q2 | $79.1M | Sell |
3,538,060
-54,824
| -2% | -$1.23M | 1.86% | 8 |
|
|
2017
Q1 | $59.5M | Sell |
3,592,884
-56,206
| -2% | -$931K | 1.48% | 21 |
|
|
2016
Q4 | $54.5M | Sell |
3,649,090
-76,040
| -2% | -$1.14M | 1.39% | 20 |
|
|
2016
Q3 | $47.2M | Buy |
3,725,130
+214,989
| +6% | +$2.73M | 1.26% | 30 |
|
|
2016
Q2 | $31.9M | Buy |
3,510,141
+193,984
| +6% | +$1.76M | 0.92% | 46 |
|
|
2016
Q1 | $35.2M | Buy |
+3,316,157
| New | +$35.2M | 0.96% | 41 |
|