Financial Advocates Investment Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
23,055
-5,645
| -20% | -$114K | 0.04% | 375 |
|
|
2025
Q1 | $395K | Buy |
28,700
+924
| +3% | +$12.7K | 0.03% | 484 |
|
|
2024
Q4 | $329K | Buy |
27,776
+10,433
| +60% | +$124K | 0.02% | 572 |
|
|
2024
Q3 | $311K | Buy |
17,343
+1,032
| +6% | +$18.5K | 0.02% | 587 |
|
|
2024
Q2 | $287K | Buy |
16,311
+6,068
| +59% | +$107K | 0.02% | 582 |
|
|
2024
Q1 | $263K | Sell |
10,243
-5
| -0% | -$128 | 0.02% | 631 |
|
|
2023
Q4 | $267K | Sell |
10,248
-2,953
| -22% | -$77K | 0.02% | 594 |
|
|
2023
Q3 | $304K | Buy |
13,201
+5
| +0% | +$115 | 0.02% | 515 |
|
|
2023
Q2 | $310K | Hold |
13,196
| – | – | 0.02% | 514 |
|
|
2023
Q1 | $157K | Buy |
+13,196
| New | +$157K | 0.01% | 691 |
|