SGA
Sustainable Growth Advisers’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Sell |
455,107
-216,886
| -32% | -$4.38M | 0.05% | 45 |
|
|
2025
Q1 | $9.24M | Buy |
671,993
+81,371
| +14% | +$1.12M | 0.05% | 43 |
|
|
2024
Q4 | $7M | Buy |
590,622
+40,668
| +7% | +$482K | 0.04% | 45 |
|
|
2024
Q3 | $9.87M | Sell |
549,954
-705,789
| -56% | -$12.7M | 0.04% | 43 |
|
|
2024
Q2 | $22.1M | Buy |
1,255,743
+135,934
| +12% | +$2.39M | 0.1% | 38 |
|
|
2024
Q1 | $28.7M | Buy |
1,119,809
+417,271
| +59% | +$10.7M | 0.12% | 40 |
|
|
2023
Q4 | $18.3M | Buy |
702,538
+27,108
| +4% | +$707K | 0.08% | 39 |
|
|
2023
Q3 | $15.6M | Buy |
675,430
+40,328
| +6% | +$930K | 0.08% | 40 |
|
|
2023
Q2 | $14.9M | Buy |
635,102
+394,587
| +164% | +$9.26M | 0.07% | 43 |
|
|
2023
Q1 | $2.85M | Sell |
240,515
-5,813,737
| -96% | -$69M | 0.02% | 48 |
|
|
2022
Q4 | $92.9M | Buy |
6,054,252
+894,499
| +17% | +$13.7M | 0.6% | 38 |
|
|
2022
Q3 | $98.1M | Buy |
5,159,753
+425,241
| +9% | +$8.08M | 0.73% | 36 |
|
|
2022
Q2 | $85M | Sell |
4,734,512
-406,979
| -8% | -$7.31M | 0.61% | 36 |
|
|
2022
Q1 | $155M | Buy |
5,141,491
+70,980
| +1% | +$2.14M | 0.86% | 35 |
|
|
2021
Q4 | $146M | Buy |
5,070,511
+3,149,770
| +164% | +$90.5M | 0.74% | 36 |
|
|
2021
Q3 | $77.2M | Buy |
1,920,741
+1,908,500
| +15,591% | +$76.7M | 0.39% | 36 |
|
|
2021
Q2 | $533K | Sell |
12,241
-93,494
| -88% | -$4.07M | ﹤0.01% | 51 |
|
|
2021
Q1 | $3.98M | Buy |
105,735
+96,733
| +1,075% | +$3.64M | 0.02% | 46 |
|
|
2020
Q4 | $357K | Buy |
+9,002
| New | +$357K | ﹤0.01% | 55 |
|