Loomis, Sayles & Company’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Buy |
353,217
+20,614
| +6% | +$416K | 0.01% | 405 |
|
|
2025
Q1 | $4.57M | Buy |
332,603
+67,821
| +26% | +$932K | 0.01% | 425 |
|
|
2024
Q4 | $3.14M | Hold |
264,782
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $4.75M | Hold |
264,782
| – | – | 0.01% | 417 |
|
|
2024
Q2 | $4.66M | Buy |
264,782
+74,615
| +39% | +$1.31M | 0.01% | 422 |
|
|
2024
Q1 | $4.88M | Sell |
190,167
-112,605
| -37% | -$2.89M | 0.01% | 413 |
|
|
2023
Q4 | $7.89M | Sell |
302,772
-95,963
| -24% | -$2.5M | 0.01% | 362 |
|
|
2023
Q3 | $9.19M | Buy |
+398,735
| New | +$9.19M | 0.02% | 345 |
|