Institutions / Crosspoint Financial, LLC / Activity
Activity — Crosspoint Financial, LLC
37 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 46438G612 Common stock | $-58.3K | -2K -5.80% | 32,454 2.16% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-67.0K | -281 -21.58% | 1,021 0.56% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-69.3K | -2K -20.37% | 6,100 0.62% of portfolio | low |
| Q2 2026 as of | Trim | 45783Y889 Common stock | $-91.9K | -2K -10.34% | 19,950 1.83% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-111.5K | -299 -19.20% | 1,258 1.07% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-114.0K | -3K -5.19% | 51,200 4.77% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-124.3K | -3K -37.50% | 5,000 0.47% of portfolio | low |
| Q2 2026 as of | Trim | 025072182 Common stock | $-124.6K | -2K -9.04% | 17,200 2.87% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-146.5K | -260 -29.38% | 625 0.81% of portfolio | low |
| Q2 2026 as of | Trim | 45783Y848 Common stock | $-149.2K | -4K -9.66% | 39,266 3.19% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-156.4K | -4K -27.99% | 10,291 0.92% of portfolio | low |
| Q2 2026 as of | Trim | 25459W847 Common stock | $-207.5K | -3K -45.90% | 3,256 0.56% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-211.8K | -732 -37.99% | 1,195 0.79% of portfolio | low |
| Q2 2026 as of | Trim | 45782C425 Common stock | $-213.4K | -6K -18.66% | 24,069 2.13% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-239.7K | -479 -5.84% | 7,723 8.85% of portfolio | low |
| Q2 2026 as of | Exit | Coinbase Global, Inc. Common stock | $-244.9K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46435U135 Common stock | $-249.1K | -4K -8.08% | 46,680 6.49% of portfolio | low |
| Q2 2026 as of | Exit | First Trust Exchange-Traded Fund VIII Common stock | $-273.3K | -8K -100.00% | 0 | low |
| Q2 2026 as of | New | 38150K103 Common stock | $286.1K | +7K | 7,230 0.66% of portfolio | low |
| Q2 2026 as of | Add | 025072877 Common stock | $338.3K | +3K +32.30% | 11,108 3.17% of portfolio | low |
| Q2 2026 as of | Add | 23306X860 Common stock | $344.9K | +9K +46.44% | 27,899 2.49% of portfolio | low |
| Q2 2026 as of | Trim | 26922A289 Common stock | $-349.8K | -4K -16.81% | 18,215 3.96% of portfolio | low |
| Q2 2026 as of | Trim | 25461A726 Common stock | $-351.3K | -8K -18.97% | 35,779 3.44% of portfolio | low |
| Q2 2026 as of | Exit | 25460G781 Common stock | $-366.9K | -2K -100.00% | 0 | low |
| Q2 2026 as of | New | 25459W458 Common stock | $375.3K | +1K | 1,407 0.86% of portfolio | low |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-399.9K | -2K -100.00% | 0 | low |
| Q2 2026 as of | New | 381430453 Common stock | $401.9K | +9K | 8,960 0.92% of portfolio | low |
| Q2 2026 as of | Exit | 33733E856 Common stock | $-416.3K | -17K -100.00% | 0 | low |
| Q2 2026 as of | New | 381430503 Common stock | $490.1K | +3K | 3,454 1.12% of portfolio | low |
| Q2 2026 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $511.5K | +11K | 11,360 1.17% of portfolio | low |
| Q2 2026 as of | New | 46438G471 Common stock | $592.8K | +22K | 21,683 1.36% of portfolio | low |
| Q2 2026 as of | Exit | NVIDIA Corp Common stock | $-710.0K | -4K -100.00% | 0 | low |
| Q2 2026 as of | New | 025072349 Common stock | $760.8K | +8K | 8,341 1.74% of portfolio | low |
| Q2 2026 as of | New | 316092352 Common stock | $884.1K | +14K | 14,234 2.02% of portfolio | low |
| Q2 2026 as of | New | 316188309 Common stock | $906.6K | +20K | 19,930 2.08% of portfolio | low |
| Q2 2026 as of | Exit | 464285204 Common stock | $-1.36M | -17K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 45783Y301 Common stock | $-1.60M | -38K -11.11% | 305,289 29.32% of portfolio | low |