IFP Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23K | Sell |
117
-17
| -13% | -$329 | ﹤0.01% | 3921 |
|
|
2025
Q4 | $2.19K | Buy |
134
+30
| +29% | +$528 | ﹤0.01% | 3804 |
|
|
2025
Q3 | $1.95K | Sell |
104
-6
| -5% | -$108 | ﹤0.01% | 3704 |
|
|
2025
Q2 | $2.22K | Buy |
110
+60
| +120% | +$1.04K | ﹤0.01% | 3850 |
|
|
2025
Q1 | $688 | Sell |
50
-33
| -40% | -$454 | ﹤0.01% | 3401 |
|
|
2024
Q4 | $983 | Buy |
83
+5
| +6% | +$79 | ﹤0.01% | 3280 |
|
|
2024
Q3 | $1.4K | Sell |
78
-6
| -7% | -$109 | ﹤0.01% | 3014 |
|
|
2024
Q2 | $1.48K | Buy |
84
+34
| +68% | +$702 | ﹤0.01% | 2893 |
|
|
2024
Q1 | $1.28K | Hold |
50
| – | – | ﹤0.01% | 2797 |
|
|
2023
Q4 | $1.3K | Sell |
50
-44
| -47% | -$1K | ﹤0.01% | 2769 |
|
|
2023
Q3 | $2.17K | Sell |
94
-6
| -6% | -$150 | ﹤0.01% | 2812 |
|
|
2023
Q2 | $2.35K | Hold |
100
| – | – | ﹤0.01% | 2823 |
|
|
2023
Q1 | $3.45K | Sell |
100
-413
| -81% | -$5.88K | ﹤0.01% | 2709 |
|
|
2022
Q4 | $22K | Sell |
513
-3,334
| -87% | -$58.3K | ﹤0.01% | 2823 |
|
|
2022
Q3 | $137K | Buy |
3,847
+30
| +0.8% | +$595 | ﹤0.01% | 1646 |
|
|
2022
Q2 | $136K | Hold |
3,817
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q1 | $136K | Buy |
3,817
+1,523
| +66% | +$47.5K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $65K | Sell |
2,294
-94
| -4% | -$3.06K | ﹤0.01% | 1463 |
|
|
2021
Q3 | $96K | Buy |
2,388
+2,300
| +2,614% | +$103K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 2580 |
|
|
2021
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 2508 |
|
|
2020
Q4 | $4K | Hold |
88
| – | – | ﹤0.01% | 2440 |
|
|
2020
Q3 | $4K | Hold |
88
| – | – | ﹤0.01% | 2294 |
|
|
2020
Q2 | $4K | Buy |
+88
| New | +$2.7K | ﹤0.01% | 2199 |
|
Other funds holding XP
AIM
GA
