SEI Investments’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.4M | Buy |
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|
2025
Q2 | $15.9M | Buy |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $4.77M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $11.1M | Sell |
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|
2024
Q1 | $25.4M | Sell |
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|
2023
Q4 | $26.3M | Buy |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $9.76M | Sell |
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|
2022
Q4 | $23.3M | Buy |
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|
2022
Q3 | $27.9M | Buy |
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|
2022
Q2 | $23.8M | Buy |
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|
2022
Q1 | $37.1M | Buy |
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|
2021
Q4 | $20.4M | Buy |
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|
2021
Q3 | $14.6M | Buy |
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|
2021
Q2 | $7.64M | Buy |
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|
2021
Q1 | $4.69M | Buy |
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|
2020
Q4 | $3.15M | Buy |
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|
2020
Q3 | $1.96M | Buy |
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