Truist Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,579
| Closed | -$190K | – | 2617 |
|
|
2024
Q3 | $190K | Sell |
10,579
-20,735
| -66% | -$372K | ﹤0.01% | 2348 |
|
|
2024
Q2 | $551K | Sell |
31,314
-3,896
| -11% | -$68.5K | ﹤0.01% | 1906 |
|
|
2024
Q1 | $903K | Sell |
35,210
-43,820
| -55% | -$1.12M | ﹤0.01% | 1659 |
|
|
2023
Q4 | $2.06M | Sell |
79,030
-30,047
| -28% | -$783K | ﹤0.01% | 1238 |
|
|
2023
Q3 | $2.51M | Buy |
109,077
+63,307
| +138% | +$1.46M | ﹤0.01% | 1122 |
|
|
2023
Q2 | $1.07M | Buy |
45,770
+12,407
| +37% | +$291K | ﹤0.01% | 1552 |
|
|
2023
Q1 | $396K | Sell |
33,363
-5,628
| -14% | -$66.8K | ﹤0.01% | 2105 |
|
|
2022
Q4 | $598K | Sell |
38,991
-7,911
| -17% | -$121K | ﹤0.01% | 1830 |
|
|
2022
Q3 | $892K | Sell |
46,902
-893
| -2% | -$17K | ﹤0.01% | 1540 |
|
|
2022
Q2 | $858K | Buy |
47,795
+838
| +2% | +$15K | ﹤0.01% | 1625 |
|
|
2022
Q1 | $1.41M | Buy |
46,957
+36,974
| +370% | +$1.11M | ﹤0.01% | 1451 |
|
|
2021
Q4 | $287K | Buy |
+9,983
| New | +$287K | ﹤0.01% | 2356 |
|