Raymond James & Associates’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $427K | Buy |
23,806
+2,360
| +11% | +$42.3K | ﹤0.01% | 3178 |
|
|
2024
Q2 | $377K | Sell |
21,446
-2,129
| -9% | -$37.4K | ﹤0.01% | 3210 |
|
|
2024
Q1 | $605K | Buy |
23,575
+5,655
| +32% | +$145K | ﹤0.01% | 2922 |
|
|
2023
Q4 | $467K | Sell |
17,920
-3,210
| -15% | -$83.7K | ﹤0.01% | 2981 |
|
|
2023
Q3 | $487K | Sell |
21,130
-6,791
| -24% | -$157K | ﹤0.01% | 2893 |
|
|
2023
Q2 | $655K | Buy |
27,921
+75
| +0.3% | +$1.76K | ﹤0.01% | 2736 |
|
|
2023
Q1 | $331K | Buy |
+27,846
| New | +$331K | ﹤0.01% | 3152 |
|