Merit Financial Group’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Buy	13,493 +241	+2%	+$4.87K	﹤0.01%	1388
2025 Q1	$182K	Buy	13,252 +1,680	+15%	+$23.1K	﹤0.01%	1314
2024 Q4	$137K	Buy	+11,572	New	+$137K	﹤0.01%	1116