OneAscent Financial Services’s XP XP Stock Holding History

OneAscent Financial Services’s Portfolio XP Stock Details XP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$347K	Buy
2024 Q2	–	Sell
2024 Q1	$309K	Sell
2023 Q4	$351K	Buy
2023 Q3	$269K	Buy