Financial Advocates Investment Management’s XP XP Stock Holding History

Financial Advocates Investment Management’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$466K	Sell
2025 Q1	$395K	Buy
2024 Q4	$329K	Buy
2024 Q3	$311K	Buy
2024 Q2	$287K	Buy
2024 Q1	$263K	Sell
2023 Q4	$267K	Sell
2023 Q3	$304K	Buy
2023 Q2	$310K	Hold
2023 Q1	$157K	Buy