JFGIW
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Johnson Financial Group Inc (Wisconsin)’s XP XP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.73K Hold
91
– – ﹤0.01% 806
2025
Q4 		$1.49K Hold
91
– – ﹤0.01% 853
2025
Q3 		$1.71K Buy
+91
New +$1.63K ﹤0.01% 949
2024
Q4 		– Sell
-205
Closed -$3.68K – 1007
2024
Q3 		$3.68K Hold
205
– – ﹤0.01% 822
2024
Q2 		$3.61K Hold
205
– – ﹤0.01% 637
2024
Q1 		$5.26K Hold
205
– – ﹤0.01% 593
2023
Q4 		$5.34K Buy
+205
New +$4.68K ﹤0.01% 715
2022
Q1 		– Sell
-3
Closed – – 835
2021
Q4 		$0 Buy
+3
New +$98 ﹤0.01% 849

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