Schroder Investment Management Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142M | Buy |
+7,047,885
| New | +$142M | 0.12% | 141 |
|
|
2025
Q1 | – | Sell |
-11,740
| Closed | -$139K | – | 1270 |
|
|
2024
Q4 | $139K | Sell |
11,740
-188,485
| -94% | -$2.23M | ﹤0.01% | 1180 |
|
|
2024
Q3 | $3.59M | Sell |
200,225
-6,403,455
| -97% | -$115M | ﹤0.01% | 853 |
|
|
2024
Q2 | $116M | Sell |
6,603,680
-210,694
| -3% | -$3.71M | 0.13% | 145 |
|
|
2024
Q1 | $175M | Buy |
6,814,374
+6,343,605
| +1,347% | +$163M | 0.21% | 96 |
|
|
2023
Q4 | $12.3M | Buy |
+470,769
| New | +$12.3M | 0.02% | 595 |
|
|
2023
Q2 | – | Sell |
-4,139,969
| Closed | -$49.1M | – | 1294 |
|
|
2023
Q1 | $49.1M | Sell |
4,139,969
-12,030
| -0.3% | -$143K | 0.07% | 277 |
|
|
2022
Q4 | $63.7M | Buy |
4,151,999
+1,408,502
| +51% | +$21.6M | 0.1% | 202 |
|
|
2022
Q3 | $52.2M | Buy |
+2,743,497
| New | +$52.2M | 0.09% | 239 |
|
|
2021
Q2 | – | Sell |
-79,471
| Closed | -$2.99M | – | 1630 |
|
|
2021
Q1 | $2.99M | Buy |
+79,471
| New | +$2.99M | ﹤0.01% | 933 |
|