SageView Advisory Group’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
4,540
-29
| -0.6% | -$3.94K | 0.02% | 329 |
|
|
2025
Q1 | $492K | Sell |
4,569
-57
| -1% | -$6.13K | 0.02% | 350 |
|
|
2024
Q4 | $607K | Buy |
4,626
+96
| +2% | +$12.6K | 0.03% | 309 |
|
|
2024
Q3 | $487K | Sell |
4,530
-346
| -7% | -$37.2K | 0.02% | 302 |
|
|
2024
Q2 | $518K | Sell |
4,876
-3,310
| -40% | -$351K | 0.02% | 333 |
|
|
2024
Q1 | $462K | Buy |
8,186
+4,362
| +114% | +$246K | 0.02% | 341 |
|
|
2023
Q4 | $329K | Buy |
+3,824
| New | +$329K | 0.01% | 479 |
|