XP INC

Ticker: XP CUSIP: G98239109 Class: Common Stock

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,733 Value ($000) $192 Avg Close $17.61 Range $15.61 - $20.22
Q3 2025
Shares 66,156 Value ($000) $1,243 Avg Close $17.93 Range $15.71 - $20.35
Q2 2025
Shares 63,673 Value ($000) $1,240 Avg Close $17.28 Range $12.20 - $20.64
Q1 2025
Shares 83,487 Value ($000) $1,148 Avg Close $13.77 Range $10.82 - $15.86
Q4 2024
Shares 48,678 Value ($000) $577 Avg Close $15.74 Range $11.68 - $18.53
Q3 2024
Shares 42,160 Value ($000) $756 Avg Close $18.23 Range $15.24 - $20.39
Q2 2024
Shares 40,399 Value ($000) $711 Avg Close $20.66 Range $16.75 - $25.66
Q1 2024
Shares 36,648 Value ($000) $940 Avg Close $25.08 Range $22.98 - $26.78
Q4 2023
Shares 33,469 Value ($000) $873 Avg Close $22.82 Range $19.42 - $27.02
Q3 2023
Shares 50,748 Value ($000) $1,170 Avg Close $25.07 Range $21.69 - $27.71
Q2 2023
Shares 54,560 Value ($000) $1,280 Avg Close $16.97 Range $10.72 - $24.74
Q1 2023
Shares 54,472 Value ($000) $647 Avg Close $14.25 Range $10.30 - $18.34