Stratos Wealth Partners’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,769
| Closed | -$258K | – | 1493 |
|
|
2025
Q1 | $258K | Sell |
18,769
-8,450
| -31% | -$116K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $323K | Buy |
27,219
+2,983
| +12% | +$35.3K | ﹤0.01% | 1116 |
|
|
2024
Q3 | $435K | Buy |
24,236
+2,813
| +13% | +$50.5K | 0.01% | 983 |
|
|
2024
Q2 | $377K | Buy |
21,423
+8,366
| +64% | +$147K | 0.01% | 1012 |
|
|
2024
Q1 | $335K | Buy |
13,057
+2,794
| +27% | +$71.7K | 0.01% | 1057 |
|
|
2023
Q4 | $268K | Buy |
+10,263
| New | +$268K | 0.01% | 1133 |
|