Lagoda Investment 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 | $9.68M | Buy |
76,625
+1,170
| +2% | +$148K | 5.48% | 7 |
|
|
2025
Q1 | $8.12M | Sell |
75,455
-1,370
| -2% | -$147K | 5.17% | 7 |
|
|
2024
Q4 | $10.1M | Sell |
76,825
-3,320
| -4% | -$435K | 5.45% | 7 |
|
|
2024
Q3 | $8.62M | Sell |
80,145
-2,595
| -3% | -$279K | 4.95% | 7 |
|
|
2024
Q2 | $8.78M | Sell |
82,740
-90
| -0.1% | -$9.55K | 5.05% | 8 |
|
|
2024
Q1 | $10.1M | Sell |
82,830
-8,425
| -9% | -$1.03M | 6.2% | 5 |
|
|
2023
Q4 | $7.99M | Sell |
91,255
-8,025
| -8% | -$703K | 5.44% | 5 |
|
|
2023
Q3 | $7.41M | Sell |
99,280
-29,380
| -23% | -$2.19M | 4.87% | 6 |
|
|
2023
Q2 | $7.59M | Sell |
128,660
-61,550
| -32% | -$3.63M | 5.35% | 6 |
|
|
2023
Q1 | $6.07M | Buy |
190,210
+2,610
| +1% | +$83.3K | 4.31% | 10 |
|
|
2022
Q4 | $6.25M | Sell |
187,600
-67,385
| -26% | -$2.24M | 4.22% | 7 |
|
|
2022
Q3 | $6.75M | Buy |
254,985
+14,668
| +6% | +$388K | 4.8% | 7 |
|
|
2022
Q2 | $6.88M | Sell |
240,317
-2,373
| -1% | -$67.9K | 4.56% | 10 |
|
|
2022
Q1 | $10.5M | Buy |
242,690
+9,980
| +4% | +$432K | 5.65% | 6 |
|
|
2021
Q4 | $10.7M | Buy |
232,710
+22,246
| +11% | +$1.02M | 5.08% | 8 |
|
|
2021
Q3 | $9.95M | Sell |
210,464
-151,226
| -42% | -$7.15M | 4.96% | 11 |
|
|
2021
Q2 | $17.5M | Sell |
361,690
-7,483
| -2% | -$362K | 8.15% | 2 |
|
|
2021
Q1 | $15.7M | Buy |
369,173
+1,989
| +0.5% | +$84.8K | 7.86% | 3 |
|
|
2020
Q4 | $15.1M | Sell |
367,184
-57,657
| -14% | -$2.38M | 8.15% | 3 |
|
|
2020
Q3 | $12.4M | Sell |
424,841
-735
| -0.2% | -$21.5K | 9.23% | 2 |
|
|
2020
Q2 | $11.4M | Sell |
425,576
-18,369
| -4% | -$491K | 9.48% | 2 |
|
|
2020
Q1 | $7.49M | Buy |
443,945
+66,841
| +18% | +$1.13M | 8.87% | 2 |
|
|
2019
Q4 | $10.4M | Sell |
377,104
-3,204
| -0.8% | -$88.3K | 10.11% | 1 |
|
|
2019
Q3 | $9.41M | Sell |
380,308
-3,597
| -0.9% | -$89K | 11.08% | 3 |
|
|
2019
Q2 | $7.68M | Buy |
383,905
+97,226
| +34% | +$1.94M | 8.9% | 5 |
|
|
2019
Q1 | $5.33M | Buy |
286,679
+55,101
| +24% | +$1.02M | 6.78% | 10 |
|
|
2018
Q4 | $4.57M | Buy |
231,578
+50,727
| +28% | +$1M | 7.62% | 8 |
|
|
2018
Q3 | $7.14M | Buy |
180,851
+10,077
| +6% | +$398K | 2.99% | 14 |
|
|
2018
Q2 | $5.92M | Sell |
170,774
-11,384
| -6% | -$394K | 2.46% | 18 |
|
|
2018
Q1 | $6.41M | Buy |
182,158
+17,701
| +11% | +$623K | 2.42% | 18 |
|
|
2017
Q4 | $5.21M | Buy |
164,457
+33,954
| +26% | +$1.08M | 1.98% | 18 |
|
|
2017
Q3 | $3.06M | Buy |
+130,503
| New | +$3.06M | 1.11% | 21 |
|