SIG
Sargent Investment Group’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
18,961
+2,512
| +15% | +$309K | 0.32% | 61 |
|
|
2025
Q1 | $1.77M | Buy |
16,449
+1,407
| +9% | +$151K | 0.28% | 65 |
|
|
2024
Q4 | $2.04M | Buy |
15,042
+2,470
| +20% | +$335K | 0.33% | 60 |
|
|
2024
Q3 | $1.35M | Buy |
12,572
+3,027
| +32% | +$325K | 0.24% | 72 |
|
|
2024
Q2 | $1.01M | Sell |
9,545
-139
| -1% | -$14.8K | 0.21% | 80 |
|
|
2024
Q1 | $1.18M | Sell |
9,684
-992
| -9% | -$121K | 0.26% | 73 |
|
|
2023
Q4 | $935K | Sell |
10,676
-205
| -2% | -$18K | 0.2% | 90 |
|
|
2023
Q3 | $812K | Sell |
10,881
-2,330
| -18% | -$174K | 0.2% | 92 |
|
|
2023
Q2 | $779K | Buy |
13,211
+1,415
| +12% | +$83.5K | 0.19% | 96 |
|
|
2023
Q1 | $369K | Buy |
11,796
+3,978
| +51% | +$124K | 0.1% | 131 |
|
|
2022
Q4 | $260K | Buy |
7,818
+3,090
| +65% | +$103K | 0.08% | 156 |
|
|
2022
Q3 | $237K | Buy |
+4,728
| New | +$237K | 0.07% | 153 |
|