United Capital Financial Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
6,259
-67
| -1% | -$8.46K | 0.01% | 650 |
|
|
2025
Q1 | $681K | Sell |
6,326
-175
| -3% | -$18.8K | 0.01% | 654 |
|
|
2024
Q4 | $853K | Sell |
6,501
-2,637
| -29% | -$346K | 0.01% | 587 |
|
|
2024
Q3 | $982K | Sell |
9,138
-285
| -3% | -$30.6K | 0.01% | 542 |
|
|
2024
Q2 | $1M | Sell |
9,423
-6,060
| -39% | -$643K | 0.01% | 523 |
|
|
2024
Q1 | $1.89M | Sell |
15,483
-7,047
| -31% | -$860K | 0.02% | 439 |
|
|
2023
Q4 | $1.97M | Sell |
22,530
-181,755
| -89% | -$15.9M | 0.02% | 420 |
|
|
2023
Q3 | $15.3M | Sell |
204,285
-16,949
| -8% | -$1.27M | 0.1% | 178 |
|
|
2023
Q2 | $13.1M | Sell |
221,234
-15,481
| -7% | -$913K | 0.07% | 208 |
|
|
2023
Q1 | $7.55M | Sell |
236,715
-3,897
| -2% | -$124K | 0.04% | 276 |
|
|
2022
Q4 | $8.01M | Sell |
240,612
-224,670
| -48% | -$7.48M | 0.04% | 277 |
|
|
2022
Q3 | $12.3M | Sell |
465,282
-3,922
| -0.8% | -$104K | 0.07% | 213 |
|
|
2022
Q2 | $13.4M | Buy |
469,204
+52,971
| +13% | +$1.52M | 0.07% | 216 |
|
|
2022
Q1 | $18M | Buy |
416,233
+17,229
| +4% | +$745K | 0.09% | 199 |
|
|
2021
Q4 | $18.4M | Buy |
399,004
+20,790
| +5% | +$956K | 0.08% | 208 |
|
|
2021
Q3 | $17.9M | Sell |
378,214
-212,356
| -36% | -$10M | 0.09% | 202 |
|
|
2021
Q2 | $28.6M | Buy |
590,570
+137,827
| +30% | +$6.67M | 0.14% | 147 |
|
|
2021
Q1 | $19.3M | Sell |
452,743
-21,417
| -5% | -$913K | 0.11% | 186 |
|
|
2020
Q4 | $19.5M | Sell |
474,160
-14,876
| -3% | -$613K | 0.12% | 179 |
|
|
2020
Q3 | $14.3M | Buy |
489,036
+1,171
| +0.2% | +$34.3K | 0.09% | 205 |
|
|
2020
Q2 | $13M | Buy |
487,865
+30,707
| +7% | +$820K | 0.09% | 214 |
|
|
2020
Q1 | $7.71M | Sell |
457,158
-506,246
| -53% | -$8.54M | 0.06% | 270 |
|
|
2019
Q4 | $26.6M | Buy |
963,404
+5,320
| +0.6% | +$147K | 0.17% | 134 |
|
|
2019
Q3 | $23.7M | Sell |
958,084
-22,344
| -2% | -$553K | 0.17% | 138 |
|
|
2019
Q2 | $19.6M | Buy |
980,428
+3,198
| +0.3% | +$63.9K | 0.13% | 170 |
|
|
2019
Q1 | $18.2M | Buy |
977,230
+330,789
| +51% | +$6.15M | 0.13% | 176 |
|
|
2018
Q4 | $12.8M | Buy |
646,441
+28,206
| +5% | +$556K | 0.1% | 216 |
|
|
2018
Q3 | $24.4M | Buy |
618,235
+44,554
| +8% | +$1.76M | 0.17% | 131 |
|
|
2018
Q2 | $19.9M | Sell |
573,681
-45,433
| -7% | -$1.57M | 0.15% | 153 |
|
|
2018
Q1 | $21.8M | Sell |
619,114
-60,563
| -9% | -$2.13M | 0.17% | 141 |
|
|
2017
Q4 | $21.5M | Sell |
679,677
-40,269
| -6% | -$1.27M | 0.17% | 139 |
|
|
2017
Q3 | $16.9M | Sell |
719,946
-28,934
| -4% | -$678K | 0.14% | 166 |
|
|
2017
Q2 | $16.7M | Sell |
748,880
-36,142
| -5% | -$808K | 0.15% | 159 |
|
|
2017
Q1 | $13M | Sell |
785,022
-40,506
| -5% | -$671K | 0.12% | 195 |
|
|
2016
Q4 | $12.3M | Sell |
825,528
-624,093
| -43% | -$9.32M | 0.12% | 201 |
|
|
2016
Q3 | $18.4M | Buy |
1,449,621
+324
| +0% | +$4.11K | 0.18% | 135 |
|
|
2016
Q2 | $13M | Sell |
1,449,297
-102,824
| -7% | -$925K | 0.13% | 171 |
|
|
2016
Q1 | $16.5M | Buy |
1,552,121
+176,991
| +13% | +$1.88M | 0.18% | 119 |
|
|
2015
Q4 | $13M | Buy |
1,375,130
+352,956
| +35% | +$3.33M | 0.15% | 149 |
|
|
2015
Q3 | $8.42M | Buy |
1,022,174
+422,999
| +71% | +$3.49M | 0.1% | 219 |
|
|
2015
Q2 | $9.36M | Sell |
599,175
-8,084
| -1% | -$126K | 0.11% | 227 |
|
|
2015
Q1 | $10.2M | Sell |
607,259
-44,814
| -7% | -$752K | 0.12% | 212 |
|
|
2014
Q4 | $9.22M | Buy |
652,073
+47,185
| +8% | +$667K | 0.14% | 174 |
|
|
2014
Q3 | $7.88M | Sell |
604,888
-110,706
| -15% | -$1.44M | 0.14% | 182 |
|
|
2014
Q2 | $7.08M | Buy |
715,594
+144,697
| +25% | +$1.43M | 0.13% | 195 |
|
|
2014
Q1 | $5.81M | Buy |
570,897
+236,571
| +71% | +$2.41M | 0.12% | 190 |
|
|
2013
Q4 | $3.04M | Buy |
+334,326
| New | +$3.04M | 0.1% | 189 |
|