Jones Financial Companies’s XPO XPO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
8,845
+983
| +13% | +$125K | ﹤0.01% | 961 |
|
2025
Q1 | $842K | Buy |
7,862
+1,386
| +21% | +$148K | ﹤0.01% | 929 |
|
2024
Q4 | $849K | Buy |
6,476
+1,486
| +30% | +$195K | ﹤0.01% | 799 |
|
2024
Q3 | $557K | Buy |
+4,990
| New | +$557K | ﹤0.01% | 787 |
|
2024
Q2 | – | Sell |
-84
| Closed | -$10.3K | – | 2453 |
|
2024
Q1 | $10.3K | Buy |
+84
| New | +$10.3K | ﹤0.01% | 1060 |
|
2022
Q2 | – | Sell |
-200
| Closed | -$15K | – | 847 |
|
2022
Q1 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 475 |
|