Independent Advisor Alliance’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
17,997
-1,282
| -7% | -$162K | 0.07% | 252 |
|
|
2025
Q1 | $2.07M | Buy |
19,279
+410
| +2% | +$44.1K | 0.07% | 248 |
|
|
2024
Q4 | $2.47M | Sell |
18,869
-5,301
| -22% | -$695K | 0.03% | 454 |
|
|
2024
Q3 | $2.6M | Buy |
24,170
+693
| +3% | +$74.5K | 0.09% | 181 |
|
|
2024
Q2 | $2.49M | Buy |
23,477
+1,349
| +6% | +$143K | 0.09% | 192 |
|
|
2024
Q1 | $2.7M | Sell |
22,128
-8,148
| -27% | -$994K | 0.1% | 179 |
|
|
2023
Q4 | $2.53M | Buy |
30,276
+9,318
| +44% | +$779K | 0.09% | 181 |
|
|
2023
Q3 | $1.56M | Buy |
20,958
+4,848
| +30% | +$362K | 0.07% | 227 |
|
|
2023
Q2 | $950K | Buy |
16,110
+4,386
| +37% | +$259K | 0.04% | 312 |
|
|
2023
Q1 | $374K | Sell |
11,724
-726
| -6% | -$23.2K | 0.02% | 477 |
|
|
2022
Q4 | $414 | Buy |
12,450
+1,219
| +11% | +$41 | ﹤0.01% | 355 |
|
|
2022
Q3 | $297K | Buy |
11,231
+164
| +1% | +$4.34K | 0.02% | 481 |
|
|
2022
Q2 | $317K | Sell |
11,067
-1,941
| -15% | -$55.6K | 0.02% | 473 |
|
|
2022
Q1 | $563K | Buy |
13,008
+5,616
| +76% | +$243K | 0.03% | 370 |
|
|
2021
Q4 | $340K | Sell |
7,392
-2,095
| -22% | -$96.4K | 0.02% | 487 |
|
|
2021
Q3 | $449K | Sell |
9,487
-13,581
| -59% | -$643K | 0.03% | 408 |
|
|
2021
Q2 | $1.12M | Buy |
23,068
+4,916
| +27% | +$238K | 0.06% | 259 |
|
|
2021
Q1 | $774K | Sell |
18,152
-3,594
| -17% | -$153K | 0.05% | 292 |
|
|
2020
Q4 | $896K | Buy |
21,746
+4,198
| +24% | +$173K | 0.06% | 232 |
|
|
2020
Q3 | $514K | Hold |
17,548
| – | – | 0.04% | 292 |
|
|
2020
Q2 | $469K | Buy |
17,548
+1,174
| +7% | +$31.4K | 0.05% | 281 |
|
|
2020
Q1 | $276K | Buy |
16,374
+4,713
| +40% | +$79.4K | 0.04% | 294 |
|
|
2019
Q4 | $321K | Sell |
11,661
-411
| -3% | -$11.3K | 0.01% | 662 |
|
|
2019
Q3 | $299K | Sell |
12,072
-3,290
| -21% | -$81.5K | 0.04% | 340 |
|
|
2019
Q2 | $307K | Buy |
15,362
+4,109
| +37% | +$82.1K | 0.04% | 294 |
|
|
2019
Q1 | $209K | Sell |
11,253
-8,449
| -43% | -$157K | 0.03% | 396 |
|
|
2018
Q4 | $389K | Buy |
19,702
+8,278
| +72% | +$163K | 0.07% | 242 |
|
|
2018
Q3 | $448K | Sell |
11,424
-648
| -5% | -$25.4K | 0.08% | 197 |
|
|
2018
Q2 | $418K | Hold |
12,072
| – | – | 0.09% | 199 |
|
|
2018
Q1 | $404K | Sell |
12,072
-75
| -0.6% | -$2.51K | 0.09% | 213 |
|
|
2017
Q4 | $387K | Buy |
12,147
+151
| +1% | +$4.81K | 0.09% | 214 |
|
|
2017
Q3 | $279K | Buy |
+11,996
| New | +$279K | 0.08% | 220 |
|