Osaic Holdings’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $117K | Sell |
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|
2022
Q3 | $155K | Sell |
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|
2022
Q2 | $166K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $137K | Sell |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $9K | Buy |
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|
2020
Q2 | $9K | Sell |
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|
2020
Q1 | $13K | Buy |
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