Shelton Capital Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
4,057
| – | – | 0.01% | 333 |
|
|
2025
Q1 | $436K | Sell |
4,057
-336
| -8% | -$36.1K | 0.01% | 357 |
|
|
2024
Q4 | $576K | Sell |
4,393
-206
| -4% | -$27K | 0.01% | 316 |
|
|
2024
Q3 | $494K | Sell |
4,599
-132
| -3% | -$14.2K | 0.01% | 350 |
|
|
2024
Q2 | $502K | Sell |
4,731
-267
| -5% | -$28.3K | 0.01% | 334 |
|
|
2024
Q1 | $610K | Hold |
4,998
| – | – | 0.02% | 317 |
|
|
2023
Q4 | $438K | Sell |
4,998
-226
| -4% | -$19.8K | 0.01% | 353 |
|
|
2023
Q3 | $390K | Hold |
5,224
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $308K | Buy |
+5,224
| New | +$308K | 0.01% | 475 |
|
|
2022
Q4 | – | Sell |
-8,792
| Closed | -$233K | – | 738 |
|
|
2022
Q3 | $233K | Hold |
8,792
| – | – | 0.01% | 560 |
|
|
2022
Q2 | $252K | Hold |
8,792
| – | – | 0.01% | 556 |
|
|
2022
Q1 | $380K | Hold |
8,792
| – | – | 0.01% | 441 |
|
|
2021
Q4 | $404K | Sell |
8,792
-895
| -9% | -$41.1K | 0.01% | 435 |
|
|
2021
Q3 | $458K | Sell |
9,687
-6,956
| -42% | -$329K | 0.02% | 381 |
|
|
2021
Q2 | $805K | Buy |
16,643
+1,732
| +12% | +$83.8K | 0.03% | 294 |
|
|
2021
Q1 | $636K | Hold |
14,911
| – | – | 0.02% | 332 |
|
|
2020
Q4 | $615K | Sell |
14,911
-639
| -4% | -$26.4K | 0.03% | 309 |
|
|
2020
Q3 | $455K | Hold |
15,550
| – | – | 0.02% | 441 |
|
|
2020
Q2 | $415K | Sell |
15,550
-1,194
| -7% | -$31.9K | 0.02% | 358 |
|
|
2020
Q1 | $282K | Hold |
16,744
| – | – | 0.02% | 406 |
|
|
2019
Q4 | $462K | Sell |
16,744
-972
| -5% | -$26.8K | 0.03% | 375 |
|
|
2019
Q3 | $439K | Sell |
17,716
-3,703
| -17% | -$91.8K | 0.03% | 382 |
|
|
2019
Q2 | $428K | Buy |
+21,419
| New | +$428K | 0.02% | 392 |
|