Oak Thistle LLC’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-92,644
| Closed | -$1.27M | – | 626 |
|
|
2025
Q1 | $1.27M | Buy |
+92,644
| New | +$1.27M | 0.26% | 143 |
|
|
2024
Q4 | – | Sell |
-34,023
| Closed | -$610K | – | 574 |
|
|
2024
Q3 | $610K | Buy |
34,023
+5,859
| +21% | +$105K | 0.2% | 205 |
|
|
2024
Q2 | $495K | Buy |
+28,164
| New | +$495K | 0.37% | 109 |
|
|
2024
Q1 | – | Sell |
-27,036
| Closed | -$705K | – | 544 |
|
|
2023
Q4 | $705K | Buy |
27,036
+4,967
| +23% | +$129K | 0.2% | 207 |
|
|
2023
Q3 | $509K | Buy |
+22,069
| New | +$509K | 0.15% | 285 |
|