Pinnacle Associates’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Hold |
6,160
| – | – | 0.01% | 553 |
|
|
2025
Q1 | $663K | Buy |
6,160
+235
| +4% | +$25.3K | 0.01% | 559 |
|
|
2024
Q4 | $777K | Sell |
5,925
-565
| -9% | -$74.1K | 0.01% | 522 |
|
|
2024
Q3 | $568K | Buy |
6,490
+450
| +7% | +$39.4K | 0.01% | 549 |
|
|
2024
Q2 | $641K | Hold |
6,040
| – | – | 0.01% | 542 |
|
|
2024
Q1 | $737K | Sell |
6,040
-450
| -7% | -$54.9K | 0.01% | 531 |
|
|
2023
Q4 | $568K | Sell |
6,490
-1,795
| -22% | -$157K | 0.01% | 558 |
|
|
2023
Q3 | $619K | Sell |
8,285
-2,100
| -20% | -$157K | 0.01% | 532 |
|
|
2023
Q2 | $613K | Sell |
10,385
-1,100
| -10% | -$64.9K | 0.01% | 545 |
|
|
2023
Q1 | $366K | Buy |
11,485
+2,740
| +31% | +$87.4K | 0.01% | 583 |
|
|
2022
Q4 | $291K | Sell |
8,745
-4,290
| -33% | -$143K | 0.01% | 619 |
|
|
2022
Q3 | $345K | Buy |
13,035
+505
| +4% | +$13.4K | 0.01% | 569 |
|
|
2022
Q2 | $359K | Buy |
12,530
+3,433
| +38% | +$98.4K | 0.01% | 572 |
|
|
2022
Q1 | $393K | Buy |
9,097
+1,616
| +22% | +$69.8K | 0.01% | 609 |
|
|
2021
Q4 | $344K | Hold |
7,481
| – | – | 0.01% | 638 |
|
|
2021
Q3 | $354K | Sell |
7,481
-5,400
| -42% | -$256K | 0.01% | 605 |
|
|
2021
Q2 | $623K | Sell |
12,881
-21,946
| -63% | -$1.06M | 0.01% | 516 |
|
|
2021
Q1 | $1.49M | Buy |
34,827
+20,818
| +149% | +$888K | 0.03% | 367 |
|
|
2020
Q4 | $578K | Sell |
14,009
-260
| -2% | -$10.7K | 0.01% | 488 |
|
|
2020
Q3 | $418K | Sell |
14,269
-810
| -5% | -$23.7K | 0.01% | 524 |
|
|
2020
Q2 | $403K | Buy |
15,079
+2,313
| +18% | +$61.8K | 0.01% | 523 |
|
|
2020
Q1 | $215K | Sell |
12,766
-1,517
| -11% | -$25.5K | 0.01% | 596 |
|
|
2019
Q4 | $394K | Sell |
14,283
-868
| -6% | -$23.9K | 0.01% | 566 |
|
|
2019
Q3 | $375K | Buy |
15,151
+578
| +4% | +$14.3K | 0.01% | 574 |
|
|
2019
Q2 | $291K | Sell |
14,573
-4,999
| -26% | -$99.8K | 0.01% | 604 |
|
|
2019
Q1 | $364K | Sell |
19,572
-5,349
| -21% | -$99.5K | 0.01% | 575 |
|
|
2018
Q4 | $492K | Sell |
24,921
-107,086
| -81% | -$2.11M | 0.01% | 513 |
|
|
2018
Q3 | $5.21M | Buy |
132,007
+2,906
| +2% | +$115K | 0.11% | 204 |
|
|
2018
Q2 | $4.47M | Buy |
129,101
+564
| +0.4% | +$19.5K | 0.09% | 223 |
|
|
2018
Q1 | $4.53M | Buy |
128,537
+16,134
| +14% | +$568K | 0.09% | 220 |
|
|
2017
Q4 | $3.56M | Sell |
112,403
-5,985
| -5% | -$190K | 0.07% | 246 |
|
|
2017
Q3 | $2.78M | Buy |
118,388
+86,221
| +268% | +$2.02M | 0.05% | 272 |
|
|
2017
Q2 | $719K | Buy |
+32,167
| New | +$719K | 0.01% | 441 |
|