Life Planning Partners’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Hold |
6,385
| – | – | 0.64% | 35 |
|
|
2025
Q1 | $687K | Hold |
6,385
| – | – | 0.62% | 34 |
|
|
2024
Q4 | $837K | Sell |
6,385
-45
| -0.7% | -$5.9K | 0.77% | 31 |
|
|
2024
Q3 | $691K | Hold |
6,430
| – | – | 0.62% | 36 |
|
|
2024
Q2 | $683K | Hold |
6,430
| – | – | 0.62% | 33 |
|
|
2024
Q1 | $785K | Hold |
6,430
| – | – | 0.78% | 28 |
|
|
2023
Q4 | $563K | Buy |
+6,430
| New | +$563K | 0.55% | 36 |
|
|
2022
Q3 | $295K | Hold |
11,140
| – | – | 0.34% | 41 |
|
|
2022
Q2 | $319K | Buy |
11,140
+1,520
| +16% | +$43.5K | 0.36% | 39 |
|
|
2022
Q1 | $416K | Hold |
9,620
| – | – | 0.42% | 37 |
|
|
2021
Q4 | $443K | Buy |
+9,620
| New | +$443K | 0.45% | 36 |
|