Marshall Financial Group (Maryland)’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
63,673
-19,814
| -24% | -$386K | 0.24% | 88 |
|
|
2025
Q1 | $1.15M | Buy |
83,487
+34,809
| +72% | +$479K | 0.25% | 95 |
|
|
2024
Q4 | $577K | Buy |
48,678
+6,518
| +15% | +$77.2K | 0.14% | 146 |
|
|
2024
Q3 | $756K | Buy |
42,160
+1,761
| +4% | +$31.6K | 0.18% | 140 |
|
|
2024
Q2 | $711K | Buy |
40,399
+3,751
| +10% | +$66K | 0.2% | 118 |
|
|
2024
Q1 | $940K | Buy |
36,648
+3,179
| +9% | +$81.6K | 0.27% | 101 |
|
|
2023
Q4 | $873K | Sell |
33,469
-17,279
| -34% | -$450K | 0.28% | 99 |
|
|
2023
Q3 | $1.17M | Sell |
50,748
-3,812
| -7% | -$87.9K | 0.42% | 59 |
|
|
2023
Q2 | $1.28M | Buy |
54,560
+88
| +0.2% | +$2.06K | 0.44% | 58 |
|
|
2023
Q1 | $647K | Buy |
+54,472
| New | +$647K | 0.23% | 115 |
|