Plante Moran Financial Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
2,626
| – | – | 0.02% | 117 |
|
|
2025
Q1 | $283K | Buy |
2,626
+2,554
| +3,547% | +$275K | 0.02% | 127 |
|
|
2024
Q4 | $9.44K | Hold |
72
| – | – | ﹤0.01% | 585 |
|
|
2024
Q3 | $7.74K | Hold |
72
| – | – | ﹤0.01% | 631 |
|
|
2024
Q2 | $7.64K | Hold |
72
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $8.79K | Hold |
72
| – | – | ﹤0.01% | 623 |
|
|
2023
Q4 | $6.31K | Hold |
72
| – | – | ﹤0.01% | 624 |
|
|
2023
Q3 | $5.38K | Hold |
72
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $4.25K | Hold |
72
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $2.3K | Hold |
72
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $2.4K | Sell |
72
-49
| -40% | -$1.63K | ﹤0.01% | 732 |
|
|
2022
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 768 |
|
|
2022
Q2 | $3K | Sell |
121
-421
| -78% | -$10.4K | ﹤0.01% | 786 |
|
|
2022
Q1 | $23K | Hold |
542
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $25K | Hold |
542
| – | – | ﹤0.01% | 506 |
|
|
2021
Q3 | $26K | Sell |
542
-389
| -42% | -$18.7K | 0.01% | 507 |
|
|
2021
Q2 | $45K | Sell |
931
-7,538
| -89% | -$364K | 0.01% | 400 |
|
|
2021
Q1 | $361K | Sell |
8,469
-1,373
| -14% | -$58.5K | 0.1% | 104 |
|
|
2020
Q4 | $406K | Hold |
9,842
| – | – | 0.13% | 97 |
|
|
2020
Q3 | $288K | Hold |
9,842
| – | – | 0.1% | 110 |
|
|
2020
Q2 | $263K | Hold |
9,842
| – | – | 0.1% | 105 |
|
|
2020
Q1 | $166K | Sell |
9,842
-9,345
| -49% | -$158K | 0.08% | 138 |
|
|
2019
Q4 | $529K | Sell |
19,187
-23,340
| -55% | -$644K | 0.18% | 81 |
|
|
2019
Q3 | $1.05M | Hold |
42,527
| – | – | 0.31% | 49 |
|
|
2019
Q2 | $850K | Buy |
42,527
+290
| +0.7% | +$5.8K | 0.26% | 55 |
|
|
2019
Q1 | $785K | Hold |
42,237
| – | – | 0.24% | 55 |
|
|
2018
Q4 | $833K | Sell |
42,237
-10,820
| -20% | -$213K | 0.29% | 55 |
|
|
2018
Q3 | $2.1M | Buy |
53,057
+1,477
| +3% | +$58.3K | 0.68% | 20 |
|
|
2018
Q2 | $1.79M | Hold |
51,580
| – | – | 0.91% | 19 |
|
|
2018
Q1 | $1.82M | Buy |
51,580
+1,374
| +3% | +$48.4K | 0.99% | 17 |
|
|
2017
Q4 | $1.59M | Buy |
50,206
+2,168
| +5% | +$68.7K | 0.88% | 19 |
|
|
2017
Q3 | $1.13M | Hold |
48,038
| – | – | 0.67% | 26 |
|
|
2017
Q2 | $1.07M | Hold |
48,038
| – | – | 0.67% | 28 |
|
|
2017
Q1 | $796K | Buy |
48,038
+2,183
| +5% | +$36.2K | 0.48% | 43 |
|
|
2016
Q4 | $684K | Sell |
45,855
-6,390
| -12% | -$95.3K | 0.43% | 49 |
|
|
2016
Q3 | $663K | Hold |
52,245
| – | – | 0.45% | 48 |
|
|
2016
Q2 | $474K | Hold |
52,245
| – | – | 0.34% | 60 |
|
|
2016
Q1 | $555K | Buy |
52,245
+12,604
| +32% | +$134K | 0.43% | 54 |
|
|
2015
Q4 | $374K | Buy |
+39,641
| New | +$374K | 0.28% | 70 |
|
|
2013
Q4 | – | Sell |
-6,844
| Closed | -$51K | – | 720 |
|
|
2013
Q3 | $51K | Hold |
6,844
| – | – | 0.03% | 191 |
|
|
2013
Q2 | $43K | Buy |
+6,844
| New | +$43K | 0.03% | 176 |
|