RhumbLine Advisers’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Sell |
418,139
-5,149
| -1% | -$104K | 0.01% | 1136 |
|
|
2025
Q1 | $5.82M | Sell |
423,288
-6,051
| -1% | -$83.2K | 0.01% | 1278 |
|
|
2024
Q4 | $5.09M | Buy |
429,339
+14,919
| +4% | +$177K | ﹤0.01% | 1413 |
|
|
2024
Q3 | $7.43M | Buy |
414,420
+57,538
| +16% | +$1.03M | 0.01% | 1207 |
|
|
2024
Q2 | $6.28M | Buy |
356,882
+29,133
| +9% | +$512K | 0.01% | 1269 |
|
|
2024
Q1 | $8.41M | Sell |
327,749
-50,370
| -13% | -$1.29M | 0.01% | 1137 |
|
|
2023
Q4 | $9.86M | Sell |
378,119
-2,270
| -0.6% | -$59.2K | 0.01% | 1066 |
|
|
2023
Q3 | $8.77M | Buy |
380,389
+5,782
| +2% | +$133K | 0.01% | 1051 |
|
|
2023
Q2 | $8.79M | Buy |
+374,607
| New | +$8.79M | 0.01% | 1075 |
|