Janney Montgomery Scott’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
704,197
-243,011
| -26% | -$4.91M | 0.04% | 434 |
|
|
2025
Q1 | $13M | Buy |
947,208
+110,264
| +13% | +$1.52M | 0.04% | 447 |
|
|
2024
Q4 | $9.92M | Buy |
836,944
+182,387
| +28% | +$2.16M | 0.03% | 534 |
|
|
2024
Q3 | $11.7M | Buy |
654,557
+56,187
| +9% | +$1.01M | 0.03% | 485 |
|
|
2024
Q2 | $10.5M | Buy |
598,370
+104,417
| +21% | +$1.84M | 0.03% | 489 |
|
|
2024
Q1 | $12.7M | Buy |
493,953
+36,311
| +8% | +$932K | 0.04% | 452 |
|
|
2023
Q4 | $11.9M | Sell |
457,642
-212,079
| -32% | -$5.53M | 0.04% | 444 |
|
|
2023
Q3 | $15.4M | Sell |
669,721
-33,791
| -5% | -$779K | 0.06% | 319 |
|
|
2023
Q2 | $16.5M | Buy |
703,512
+11,560
| +2% | +$271K | 0.06% | 320 |
|
|
2023
Q1 | $8.21M | Buy |
+691,952
| New | +$8.21M | 0.03% | 485 |
|