Raymond James Financial Services Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $687K | Buy |
38,321
+23,483
| +158% | +$421K | ﹤0.01% | 2403 |
|
|
2024
Q2 | $261K | Sell |
14,838
-381
| -3% | -$6.7K | ﹤0.01% | 2959 |
|
|
2024
Q1 | $391K | Buy |
15,219
+3,869
| +34% | +$99.3K | ﹤0.01% | 2691 |
|
|
2023
Q4 | $296K | Sell |
11,350
-3,299
| -23% | -$86K | ﹤0.01% | 2745 |
|
|
2023
Q3 | $338K | Buy |
14,649
+136
| +0.9% | +$3.14K | ﹤0.01% | 2564 |
|
|
2023
Q2 | $340K | Buy |
14,513
+1,990
| +16% | +$46.7K | ﹤0.01% | 2576 |
|
|
2023
Q1 | $149K | Buy |
+12,523
| New | +$149K | ﹤0.01% | 2979 |
|