Kingsview Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
4,961
-21
| -0.4% | -$2.65K | 0.01% | 693 |
|
|
2025
Q1 | $536K | Sell |
4,982
-822
| -14% | -$88.4K | 0.01% | 706 |
|
|
2024
Q4 | $761K | Sell |
5,804
-126
| -2% | -$16.5K | 0.01% | 618 |
|
|
2024
Q3 | $638K | Sell |
5,930
-214
| -3% | -$23K | 0.01% | 643 |
|
|
2024
Q2 | $652K | Buy |
6,144
+49
| +0.8% | +$5.2K | 0.02% | 612 |
|
|
2024
Q1 | $744K | Hold |
6,095
| – | – | 0.02% | 575 |
|
|
2023
Q4 | $534K | Hold |
6,095
| – | – | 0.02% | 619 |
|
|
2023
Q3 | $455K | Sell |
6,095
-270
| -4% | -$20.2K | 0.02% | 638 |
|
|
2023
Q2 | $376K | Sell |
6,365
-300
| -5% | -$17.7K | 0.01% | 667 |
|
|
2023
Q1 | $213K | Sell |
6,665
-2,410
| -27% | -$76.9K | 0.01% | 816 |
|
|
2022
Q4 | $302K | Sell |
9,075
-11,008
| -55% | -$366K | 0.01% | 664 |
|
|
2022
Q3 | $531K | Sell |
20,083
-3,972
| -17% | -$105K | 0.03% | 487 |
|
|
2022
Q2 | $688K | Sell |
24,055
-4,410
| -15% | -$126K | 0.03% | 462 |
|
|
2022
Q1 | $1.23M | Sell |
28,465
-3,239
| -10% | -$140K | 0.05% | 330 |
|
|
2021
Q4 | $1.46M | Buy |
31,704
+3,216
| +11% | +$148K | 0.06% | 298 |
|
|
2021
Q3 | $1.35M | Sell |
28,488
-18,974
| -40% | -$897K | 0.06% | 303 |
|
|
2021
Q2 | $2.32M | Buy |
47,462
+8,926
| +23% | +$437K | 0.11% | 194 |
|
|
2021
Q1 | $1.7M | Buy |
38,536
+14,546
| +61% | +$641K | 0.1% | 222 |
|
|
2020
Q4 | $989K | Buy |
+23,990
| New | +$989K | 0.07% | 278 |
|