IFP Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-371
| Closed | -$41.4K | – | 1604 |
|
|
2025
Q1 | $41.4K | Hold |
371
| – | – | ﹤0.01% | 1979 |
|
|
2024
Q4 | $50.5K | Sell |
371
-1,213
| -77% | -$165K | ﹤0.01% | 1832 |
|
|
2024
Q3 | $170K | Buy |
1,584
+1,046
| +194% | +$112K | 0.01% | 1159 |
|
|
2024
Q2 | $57.1K | Buy |
538
+220
| +69% | +$23.4K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $38.8K | Buy |
318
+85
| +36% | +$10.4K | ﹤0.01% | 1687 |
|
|
2023
Q4 | $20.4K | Sell |
233
-90
| -28% | -$7.88K | ﹤0.01% | 1905 |
|
|
2023
Q3 | $24.1K | Sell |
323
-2
| -0.6% | -$149 | ﹤0.01% | 1846 |
|
|
2023
Q2 | $19.2K | Sell |
325
-229
| -41% | -$13.5K | ﹤0.01% | 2027 |
|
|
2023
Q1 | $59.1K | Sell |
554
-305
| -36% | -$32.5K | ﹤0.01% | 1494 |
|
|
2022
Q4 | $91K | Sell |
859
-632
| -42% | -$67K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $94K | Buy |
1,491
+25
| +2% | +$1.58K | ﹤0.01% | 1894 |
|
|
2022
Q2 | $93K | Hold |
1,466
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q1 | $93K | Buy |
1,466
+678
| +86% | +$43K | ﹤0.01% | 1732 |
|
|
2021
Q4 | $37K | Sell |
788
-3,041
| -79% | -$143K | ﹤0.01% | 1646 |
|
|
2021
Q3 | $183K | Sell |
3,829
-2,599
| -40% | -$124K | ﹤0.01% | 969 |
|
|
2021
Q2 | $307K | Buy |
6,428
+4,398
| +217% | +$210K | 0.01% | 713 |
|
|
2021
Q1 | $86K | Sell |
2,030
-4,236
| -68% | -$179K | ﹤0.01% | 1231 |
|
|
2020
Q4 | $258K | Sell |
6,266
-587
| -9% | -$24.2K | 0.01% | 712 |
|
|
2020
Q3 | $200K | Buy |
6,853
+12
| +0.2% | +$350 | 0.01% | 708 |
|
|
2020
Q2 | $177K | Buy |
6,841
+862
| +14% | +$22.3K | 0.01% | 709 |
|
|
2020
Q1 | $123K | Buy |
5,979
+3,446
| +136% | +$70.9K | 0.01% | 744 |
|
|
2019
Q4 | $70K | Buy |
2,533
+581
| +30% | +$16.1K | 0.01% | 1110 |
|
|
2019
Q3 | $48K | Buy |
+1,952
| New | +$48K | ﹤0.01% | 1391 |
|
|
2019
Q1 | $3K | Sell |
145
-627
| -81% | -$13K | ﹤0.01% | 2037 |
|
|
2018
Q4 | $15K | Buy |
772
+474
| +159% | +$9.21K | ﹤0.01% | 2274 |
|
|
2018
Q3 | $12K | Sell |
298
-23
| -7% | -$926 | ﹤0.01% | 2738 |
|
|
2018
Q2 | $11K | Buy |
321
+23
| +8% | +$788 | ﹤0.01% | 2814 |
|
|
2018
Q1 | $9K | Hold |
298
| – | – | ﹤0.01% | 2868 |
|
|
2017
Q4 | $9K | Sell |
298
-62,561
| -100% | -$1.89M | ﹤0.01% | 2865 |
|
|
2017
Q3 | $1.47M | Buy |
62,859
+217
| +0.3% | +$5.09K | 0.06% | 338 |
|
|
2017
Q2 | $1.4M | Hold |
62,642
| – | – | 0.06% | 340 |
|
|
2017
Q1 | $1.04M | Sell |
62,642
-5,494
| -8% | -$91K | 0.05% | 415 |
|
|
2016
Q4 | $1.02M | Buy |
68,136
+65,389
| +2,380% | +$976K | 0.05% | 374 |
|
|
2016
Q3 | $35K | Hold |
2,747
| – | – | ﹤0.01% | 2027 |
|
|
2016
Q2 | $25K | Buy |
2,747
+2,602
| +1,794% | +$23.7K | ﹤0.01% | 2200 |
|
|
2016
Q1 | $3K | Sell |
145
-4,626
| -97% | -$95.7K | ﹤0.01% | 2037 |
|
|
2015
Q4 | $45K | Buy |
+4,771
| New | +$45K | ﹤0.01% | 1675 |
|