LPL Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
29,283
+1,696
| +6% | +$34.3K | ﹤0.01% | 4179 |
|
|
2025
Q1 | $379K | Sell |
27,587
-781
| -3% | -$10.7K | ﹤0.01% | 4321 |
|
|
2024
Q4 | $336K | Buy |
28,368
+15,675
| +123% | +$186K | ﹤0.01% | 4331 |
|
|
2024
Q3 | $228K | Buy |
+12,693
| New | +$228K | ﹤0.01% | 4545 |
|
|
2024
Q2 | – | Sell |
-7,934
| Closed | -$204K | – | 5031 |
|
|
2024
Q1 | $204K | Sell |
7,934
-454
| -5% | -$11.6K | ﹤0.01% | 4427 |
|
|
2023
Q4 | $219K | Buy |
+8,388
| New | +$219K | ﹤0.01% | 4265 |
|