Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-99
Closed -$10.7K 751
2025
Q1
$10.7K Sell
99
-1,132
-92% -$144K ﹤0.01% 594
2024
Q4
$161K Sell
1,231
-9
-0.7% -$1.22K 0.01% 291
2024
Q3
$133K Hold
1,240
﹤0.01% 322
2024
Q2
$132K Sell
1,240
-59
-5% -$6.61K ﹤0.01% 316
2024
Q1
$159K Hold
1,299
0.01% 297
2023
Q4
$114K Hold
1,299
﹤0.01% 321
2023
Q3
$97K Sell
1,299
-31
-2% -$2.14K ﹤0.01% 313
2023
Q2
$78.5K Sell
1,330
-18
-1% -$815 ﹤0.01% 355
2023
Q1
$43K Buy
1,348
+5
+0.4% +$180 ﹤0.01% 438
2022
Q4
$44.7K Sell
1,343
-1,663
-55% -$56K ﹤0.01% 417
2022
Q3
$79K Buy
3,006
+17
+0.6% +$529 ﹤0.01% 325
2022
Q2
$86K Buy
2,989
+7
+0.2% +$223 ﹤0.01% 331
2022
Q1
$129K Buy
2,982
+670
+29% +$28K 0.01% 302
2021
Q4
$107K Hold
2,312
﹤0.01% 328
2021
Q3
$109K Sell
2,312
-1,690
-42% -$84.7K ﹤0.01% 392
2021
Q2
$194K Buy
4,002
+628
+19% +$30.7K 0.01% 311
2021
Q1
$144K Sell
3,374
-12
-0.4% -$498 ﹤0.01% 343
2020
Q4
$139K Sell
3,386
-11
-0.3% -$399 ﹤0.01% 334
2020
Q3
$100K Buy
3,397
+20
+0.6% +$575 ﹤0.01% 340
2020
Q2
$88K Buy
3,377
+43
+1% +$1.03K ﹤0.01% 312
2020
Q1
$57K Buy
+3,334
New +$89.1K ﹤0.01% 376
2018
Q3
Sell
-3,371
Closed -$117K 834
2018
Q2
$117K Buy
+3,371
New +$122K 0.01% 294

Other funds holding XPO