Loomis, Sayles & Company’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.06M Sell
213,082
-104,922
-33% -$2.03M 0.01% 431
2025
Q4
$5.21M Sell
318,004
-35,213
-10% -$620K 0.01% 412
2025
Q3
$6.64M Hold
353,217
0.01% 412
2025
Q2
$7.13M Buy
353,217
+20,614
+6% +$356K 0.01% 405
2025
Q1
$4.57M Buy
332,603
+67,821
+26% +$934K 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% +$1.54M 0.01% 422
2024
Q1
$4.88M Sell
190,167
-112,605
-37% -$2.82M 0.01% 413
2023
Q4
$7.89M Sell
302,772
-95,963
-24% -$2.19M 0.01% 362
2023
Q3
$9.19M Buy
+398,735
New +$10M 0.02% 345

Other funds holding XP