IFP Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.64K | Hold |
271
| – | – | ﹤0.01% | 3573 |
|
|
2025
Q4 | $5.5K | Buy |
271
+200
| +282% | +$4.34K | ﹤0.01% | 3367 |
|
|
2025
Q3 | $1.66K | Hold |
71
| – | – | ﹤0.01% | 3770 |
|
|
2025
Q2 | $1.27K | Sell |
71
-30
| -30% | -$586 | ﹤0.01% | 4119 |
|
|
2025
Q1 | $2.09K | Hold |
101
| – | – | ﹤0.01% | 3134 |
|
|
2024
Q4 | $1.19K | Hold |
101
| – | – | ﹤0.01% | 3243 |
|
|
2024
Q3 | $1.23K | Buy |
101
+8
| +9% | +$66 | ﹤0.01% | 3043 |
|
|
2024
Q2 | $682 | Sell |
93
-237
| -72% | -$1.87K | ﹤0.01% | 3053 |
|
|
2024
Q1 | $2.53K | Hold |
330
| – | – | ﹤0.01% | 2631 |
|
|
2023
Q4 | $4.82K | Hold |
330
| – | – | ﹤0.01% | 2438 |
|
|
2023
Q3 | $6.06K | Hold |
330
| – | – | ﹤0.01% | 2437 |
|
|
2023
Q2 | $4.43K | Buy |
330
+30
| +10% | +$295 | ﹤0.01% | 2584 |
|
|
2023
Q1 | $6.37K | Sell |
300
-200
| -40% | -$1.93K | ﹤0.01% | 2476 |
|
|
2022
Q4 | $10K | Sell |
500
-280
| -36% | -$2.52K | ﹤0.01% | 3413 |
|
|
2022
Q3 | $17K | Hold |
780
| – | – | ﹤0.01% | 3260 |
|
|
2022
Q2 | $17K | Hold |
780
| – | – | ﹤0.01% | 3010 |
|
|
2022
Q1 | $17K | Sell |
780
-6,179
| -89% | -$219K | ﹤0.01% | 3010 |
|
|
2021
Q4 | $354K | Buy |
6,959
+1,729
| +33% | +$77.9K | 0.01% | 718 |
|
|
2021
Q3 | $189K | Buy |
5,230
+45
| +0.9% | +$1.79K | ﹤0.01% | 979 |
|
|
2021
Q2 | $226K | Sell |
5,185
-380
| -7% | -$13K | ﹤0.01% | 846 |
|
|
2021
Q1 | $204K | Sell |
5,565
-270
| -5% | -$11.2K | ﹤0.01% | 829 |
|
|
2020
Q4 | $245K | Buy |
5,835
+3,096
| +113% | +$114K | 0.01% | 728 |
|
|
2020
Q3 | $55K | Buy |
+2,739
| New | +$53.6K | ﹤0.01% | 1251 |
|
Other funds holding XPEV
AG
TGP
GCM
PCM
