Parallel Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.6K | Buy |
3,288
+1,775
| +117% | +$34.3K | ﹤0.01% | 1867 |
|
|
2025
Q4 | $24.8K | Buy |
1,513
+9
| +0.6% | +$158 | ﹤0.01% | 2185 |
|
|
2025
Q3 | $28.3K | Sell |
1,504
-157
| -9% | -$2.81K | ﹤0.01% | 2083 |
|
|
2025
Q2 | $33.6K | Sell |
1,661
-1,763
| -51% | -$30.5K | ﹤0.01% | 1937 |
|
|
2025
Q1 | $47.6K | Buy |
3,424
+2,349
| +219% | +$32.3K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $12.7K | Sell |
1,075
-886
| -45% | -$13.9K | ﹤0.01% | 2333 |
|
|
2024
Q3 | $35.2K | Buy |
1,961
+1,263
| +181% | +$23K | ﹤0.01% | 1805 |
|
|
2024
Q2 | $12.3K | Sell |
698
-427
| -38% | -$8.82K | ﹤0.01% | 2232 |
|
|
2024
Q1 | $28.9K | Buy |
1,125
+476
| +73% | +$11.9K | ﹤0.01% | 1778 |
|
|
2023
Q4 | $16.9K | Sell |
649
-123
| -16% | -$2.81K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $17.8K | Buy |
772
+17
| +2% | +$426 | ﹤0.01% | 1906 |
|
|
2023
Q2 | $17.7K | Buy |
755
+122
| +19% | +$2.07K | ﹤0.01% | 1910 |
|
|
2023
Q1 | $7.51K | Buy |
633
+617
| +3,856% | +$8.79K | ﹤0.01% | 2255 |
|
|
2022
Q4 | $245 | Sell |
16
-137
| -90% | -$2.4K | ﹤0.01% | 3161 |
|
|
2022
Q3 | $3K | Buy |
153
+55
| +56% | +$1.09K | ﹤0.01% | 2546 |
|
|
2022
Q2 | $2K | Buy |
98
+66
| +206% | +$1.52K | ﹤0.01% | 2660 |
|
|
2022
Q1 | $1K | Sell |
32
-20
| -38% | -$624 | ﹤0.01% | 2869 |
|
|
2021
Q4 | $1K | Buy |
52
+31
| +148% | +$1.01K | ﹤0.01% | 2983 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2984 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2855 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2715 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2503 |
|
|
2020
Q3 | $1K | Buy |
+21
| New | +$959 | ﹤0.01% | 2509 |
|
Other funds holding XP
AIM
GA
