Steward Partners Investment Advisory’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4K | Sell |
1,645
-5
| -0.3% | -$89 | ﹤0.01% | 2747 |
|
|
2025
Q1 | $34.2K | Sell |
1,650
-1,455
| -47% | -$30.1K | ﹤0.01% | 2566 |
|
|
2024
Q4 | $36.7K | Sell |
3,105
-495
| -14% | -$5.85K | ﹤0.01% | 2502 |
|
|
2024
Q3 | $43.8K | Hold |
3,600
| – | – | ﹤0.01% | 2298 |
|
|
2024
Q2 | $26.4K | Buy |
3,600
+1,300
| +57% | +$9.53K | ﹤0.01% | 2400 |
|
|
2024
Q1 | $17.7K | Buy |
2,300
+600
| +35% | +$4.61K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $24.8K | Hold |
1,700
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q3 | $31.2K | Sell |
1,700
-300
| -15% | -$5.51K | ﹤0.01% | 2118 |
|
|
2023
Q2 | $26.8K | Hold |
2,000
| – | – | ﹤0.01% | 2144 |
|
|
2023
Q1 | $22.2K | Hold |
2,000
| – | – | ﹤0.01% | 2203 |
|
|
2022
Q4 | $19.9K | Hold |
2,000
| – | – | ﹤0.01% | 2234 |
|
|
2022
Q3 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q2 | $63K | Hold |
2,000
| – | – | ﹤0.01% | 1691 |
|
|
2022
Q1 | $55K | Hold |
2,000
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q4 | $101K | Hold |
2,000
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q3 | $71K | Sell |
2,000
-400
| -17% | -$14.2K | ﹤0.01% | 1708 |
|
|
2021
Q2 | $107K | Sell |
2,400
-225
| -9% | -$10K | ﹤0.01% | 2157 |
|
|
2021
Q1 | $95.8K | Buy |
2,625
+725
| +38% | +$26.5K | ﹤0.01% | 1653 |
|
|
2020
Q4 | $81K | Buy |
1,900
+500
| +36% | +$21.3K | ﹤0.01% | 1455 |
|
|
2020
Q3 | $28K | Buy |
+1,400
| New | +$28K | ﹤0.01% | 1764 |
|