Raymond James & Associates’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,878
| Closed | -$173K | – | 3979 |
|
|
2023
Q4 | $173K | Sell |
11,878
-1,312
| -10% | -$19.1K | ﹤0.01% | 3521 |
|
|
2023
Q3 | $242K | Buy |
+13,190
| New | +$242K | ﹤0.01% | 3332 |
|
|
2022
Q3 | – | Sell |
-6,986
| Closed | -$222K | – | 3965 |
|
|
2022
Q2 | $222K | Sell |
6,986
-1,368
| -16% | -$43.5K | ﹤0.01% | 3415 |
|
|
2022
Q1 | $230K | Buy |
8,354
+372
| +5% | +$10.2K | ﹤0.01% | 3554 |
|
|
2021
Q4 | $402K | Buy |
7,982
+1,440
| +22% | +$72.5K | ﹤0.01% | 3236 |
|
|
2021
Q3 | $233K | Buy |
6,542
+550
| +9% | +$19.6K | ﹤0.01% | 3559 |
|
|
2021
Q2 | $266K | Sell |
5,992
-2,323
| -28% | -$103K | ﹤0.01% | 3490 |
|
|
2021
Q1 | $304K | Buy |
+8,315
| New | +$304K | ﹤0.01% | 3326 |
|