SEI Investments’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
785,284
+601,325
| +327% | +$12.1M | 0.02% | 791 |
|
|
2025
Q1 | $2.53M | Sell |
183,959
-218,642
| -54% | -$3.01M | ﹤0.01% | 1547 |
|
|
2024
Q4 | $4.77M | Sell |
402,601
-158,146
| -28% | -$1.87M | 0.01% | 1307 |
|
|
2024
Q3 | $10.1M | Sell |
560,747
-73,096
| -12% | -$1.31M | 0.01% | 988 |
|
|
2024
Q2 | $11.1M | Sell |
633,843
-356,720
| -36% | -$6.27M | 0.02% | 868 |
|
|
2024
Q1 | $25.4M | Sell |
990,563
-18,802
| -2% | -$482K | 0.04% | 496 |
|
|
2023
Q4 | $26.3M | Buy |
1,009,365
+321,006
| +47% | +$8.37M | 0.04% | 459 |
|
|
2023
Q3 | $15.9M | Sell |
688,359
-119,305
| -15% | -$2.75M | 0.03% | 632 |
|
|
2023
Q2 | $18.9M | Sell |
807,664
-14,552
| -2% | -$341K | 0.03% | 583 |
|
|
2023
Q1 | $9.76M | Sell |
822,216
-693,458
| -46% | -$8.23M | 0.02% | 860 |
|
|
2022
Q4 | $23.3M | Buy |
1,515,674
+46,962
| +3% | +$720K | 0.05% | 407 |
|
|
2022
Q3 | $27.9M | Buy |
1,468,712
+142,159
| +11% | +$2.7M | 0.06% | 348 |
|
|
2022
Q2 | $23.8M | Buy |
1,326,553
+93,648
| +8% | +$1.68M | 0.05% | 407 |
|
|
2022
Q1 | $37.1M | Buy |
1,232,905
+522,833
| +74% | +$15.7M | 0.07% | 286 |
|
|
2021
Q4 | $20.4M | Buy |
710,072
+347,825
| +96% | +$9.98M | 0.04% | 486 |
|
|
2021
Q3 | $14.6M | Buy |
362,247
+186,932
| +107% | +$7.51M | 0.03% | 581 |
|
|
2021
Q2 | $7.64M | Buy |
175,315
+50,900
| +41% | +$2.22M | 0.02% | 873 |
|
|
2021
Q1 | $4.69M | Buy |
124,415
+44,858
| +56% | +$1.69M | 0.01% | 1050 |
|
|
2020
Q4 | $3.16M | Buy |
79,557
+32,513
| +69% | +$1.29M | 0.01% | 1173 |
|
|
2020
Q3 | $1.96M | Buy |
+47,044
| New | +$1.96M | 0.01% | 1291 |
|