Captrust Financial Advisors Xp Inc. Transaction History

Captrust Financial Advisors

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$17.07 - $25.33 $19,289 - $28,622	-1,130 Reduced 3.67%	29,694 $522,000
Q1 2024 May 15, 2024	SELL	$23.64 - $26.3 $245,288 - $272,888	-10,376 Reduced 25.18%	30,824 $790,000
Q4 2023 Feb 14, 2024	BUY	$19.56 - $26.78 $143,902 - $197,020	7,357 Added 21.74%	41,200 $1.07 Million
Q3 2023 Nov 14, 2023	BUY	$22.09 - $27.46 $529,143 - $657,776	23,954 Added 242.23%	33,843 $780,000
Q2 2023 Aug 14, 2023	BUY	$10.83 - $24.52 $107,097 - $242,478	9,889 New	9,889 $231,000
Q4 2022 Feb 15, 2023	BUY	$13.99 - $21.52 $2,378 - $3,658	170 Added 1.61%	10,743 $164,000
Q3 2022 Nov 16, 2022	SELL	$17.01 - $24.66 $27,709 - $40,171	-1,629 Reduced 13.35%	10,573 $201,000
Q2 2022 Aug 23, 2022	SELL	$17.96 - $31.74 $14,493 - $25,614	-807 Reduced 6.2%	12,202 $219,000
Q2 2022 Aug 16, 2022	BUY	$17.96 - $31.74 $106,269 - $187,805	5,917 Added 83.43%	13,009 $234,000
Q1 2022 May 16, 2022	BUY	$26.51 - $35.75 $153,360 - $206,813	5,785 Added 442.62%	7,092 $213,000
Q4 2021 Feb 14, 2022	BUY	$27.88 - $42.05 $36,439 - $54,959	1,307 New	1,307 $38,000

319

303M

2.61M

1.82M

Ticker XP
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 447,563,008
Market Cap $5.42B
Description
XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...

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