Steward Partners Investment Advisory’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
936
-124
| -12% | -$15.7K | ﹤0.01% | 2012 |
|
|
2025
Q1 | $114K | Buy |
1,060
+221
| +26% | +$23.8K | ﹤0.01% | 1942 |
|
|
2024
Q4 | $110K | Buy |
839
+118
| +16% | +$15.5K | ﹤0.01% | 1927 |
|
|
2024
Q3 | $77.5K | Hold |
721
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q2 | $76.5K | Buy |
721
+100
| +16% | +$10.6K | ﹤0.01% | 1904 |
|
|
2024
Q1 | $75.8K | Sell |
621
-129
| -17% | -$15.7K | ﹤0.01% | 1892 |
|
|
2023
Q4 | $65.7K | Sell |
750
-100
| -12% | -$8.76K | ﹤0.01% | 1860 |
|
|
2023
Q3 | $63.5K | Hold |
850
| – | – | ﹤0.01% | 1796 |
|
|
2023
Q2 | $50.2K | Sell |
850
-497
| -37% | -$29.3K | ﹤0.01% | 1889 |
|
|
2023
Q1 | $43K | Sell |
1,347
-1,056
| -44% | -$33.7K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $80K | Sell |
2,403
-9,634
| -80% | -$321K | ﹤0.01% | 1637 |
|
|
2022
Q3 | $318K | Hold |
12,037
| – | – | 0.01% | 1014 |
|
|
2022
Q2 | $344K | Buy |
12,037
+347
| +3% | +$9.92K | 0.01% | 981 |
|
|
2022
Q1 | $506K | Sell |
11,690
-1,286
| -10% | -$55.7K | 0.01% | 921 |
|
|
2021
Q4 | $597K | Buy |
12,976
+833
| +7% | +$38.3K | 0.01% | 885 |
|
|
2021
Q3 | $574K | Sell |
12,143
-8,450
| -41% | -$399K | 0.01% | 861 |
|
|
2021
Q2 | $996K | Sell |
20,593
-5,378
| -21% | -$260K | 0.02% | 670 |
|
|
2021
Q1 | $1.11M | Buy |
25,971
+839
| +3% | +$35.8K | 0.02% | 613 |
|
|
2020
Q4 | $1.04M | Buy |
25,132
+983
| +4% | +$40.5K | 0.02% | 550 |
|
|
2020
Q3 | $707K | Sell |
24,149
-1,619
| -6% | -$47.4K | 0.02% | 579 |
|
|
2020
Q2 | $688K | Buy |
25,768
+24,432
| +1,829% | +$652K | 0.02% | 551 |
|
|
2020
Q1 | $22K | Buy |
1,336
+382
| +40% | +$6.29K | ﹤0.01% | 1582 |
|
|
2019
Q4 | $26K | Sell |
954
-2,779
| -74% | -$75.7K | ﹤0.01% | 1695 |
|
|
2019
Q3 | $92K | Hold |
3,733
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q2 | $74K | Buy |
+3,733
| New | +$74K | ﹤0.01% | 1185 |
|
|
2018
Q4 | – | Sell |
-2,683
| Closed | -$106K | – | 2197 |
|
|
2018
Q3 | $106K | Buy |
2,683
+286
| +12% | +$11.3K | 0.01% | 915 |
|
|
2018
Q2 | $83K | Buy |
2,397
+1,885
| +368% | +$65.3K | 0.01% | 912 |
|
|
2018
Q1 | $18K | Sell |
512
-11
| -2% | -$387 | ﹤0.01% | 1385 |
|
|
2017
Q4 | $16K | Buy |
523
+436
| +501% | +$13.3K | ﹤0.01% | 1211 |
|
|
2017
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 1560 |
|