United Capital Financial Advisors’s RXO RXO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-38,318	Closed	-$756K	–	1111
2023 Q3	$756K	Sell	38,318 -5,573	-13%	-$110K	0.01%	563
2023 Q2	$995K	Sell	43,891 -23,681	-35%	-$537K	0.01%	548
2023 Q1	$1.33M	Sell	67,572 -81,319	-55%	-$1.6M	0.01%	519
2022 Q4	$2.56M	Buy	+148,891	New	+$2.56M	0.01%	435