Stifel Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
88,775
+63,928
| +257% | +$1.29M | ﹤0.01% | 1919 |
|
|
2025
Q1 | $342K | Sell |
24,847
-58,391
| -70% | -$803K | ﹤0.01% | 2901 |
|
|
2024
Q4 | $986K | Buy |
83,238
+41,924
| +101% | +$497K | ﹤0.01% | 2250 |
|
|
2024
Q3 | $741K | Sell |
41,314
-3,679
| -8% | -$66K | ﹤0.01% | 2424 |
|
|
2024
Q2 | $791K | Sell |
44,993
-18,097
| -29% | -$318K | ﹤0.01% | 2321 |
|
|
2024
Q1 | $1.62M | Buy |
63,090
+5,074
| +9% | +$130K | ﹤0.01% | 1879 |
|
|
2023
Q4 | $1.51M | Buy |
58,016
+17,481
| +43% | +$456K | ﹤0.01% | 1869 |
|
|
2023
Q3 | $934K | Buy |
40,535
+20,795
| +105% | +$479K | ﹤0.01% | 2092 |
|
|
2023
Q2 | $463K | Buy |
19,740
+3,443
| +21% | +$80.8K | ﹤0.01% | 2569 |
|
|
2023
Q1 | $193K | Buy |
+16,297
| New | +$193K | ﹤0.01% | 3061 |
|