Sequoia Financial Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
14,426
+294
| +2% | +$5.26K | ﹤0.01% | 1332 |
|
|
2025
Q1 | $293K | Sell |
14,132
-254
| -2% | -$5.26K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $170K | Buy |
14,386
+1,027
| +8% | +$12.1K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $163K | Buy |
13,359
+2,609
| +24% | +$31.8K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $78.8K | Sell |
10,750
-5,477
| -34% | -$40.1K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $125K | Buy |
16,227
+115
| +0.7% | +$883 | ﹤0.01% | 1097 |
|
|
2023
Q4 | $235K | Buy |
16,112
+322
| +2% | +$4.7K | ﹤0.01% | 1029 |
|
|
2023
Q3 | $290K | Buy |
15,790
+451
| +3% | +$8.28K | 0.01% | 702 |
|
|
2023
Q2 | $206K | Buy |
15,339
+5,129
| +50% | +$68.8K | ﹤0.01% | 856 |
|
|
2023
Q1 | $113K | Buy |
+10,210
| New | +$113K | ﹤0.01% | 795 |
|