Kayne Anderson Rudnick Investment Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38
| Closed | -$452 | – | 1024 |
|
|
2024
Q4 | $452 | Hold |
38
| – | – | ﹤0.01% | 942 |
|
|
2024
Q3 | $685 | Sell |
38
-10
| -21% | -$180 | ﹤0.01% | 912 |
|
|
2024
Q2 | $847 | Buy |
48
+10
| +26% | +$176 | ﹤0.01% | 866 |
|
|
2024
Q1 | $979 | Hold |
38
| – | – | ﹤0.01% | 843 |
|
|
2023
Q4 | $995 | Buy |
+38
| New | +$995 | ﹤0.01% | 827 |
|