Allworth Financial’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.11K | Buy |
2,409
+11
| +0.5% | +$22 | ﹤0.01% | 4194 |
|
|
2025
Q4 | $5.68K | Sell |
2,398
-4,312
| -64% | -$12.8K | ﹤0.01% | 3629 |
|
|
2025
Q3 | $25.2K | Sell |
6,710
-701
| -9% | -$3.1K | ﹤0.01% | 2559 |
|
|
2025
Q2 | $39.1K | Buy |
7,411
+1,397
| +23% | +$6.82K | ﹤0.01% | 2095 |
|
|
2025
Q1 | $25K | Buy |
6,014
+3,484
| +138% | +$26.1K | ﹤0.01% | 1944 |
|
|
2024
Q4 | $23.7K | Buy |
2,530
+1,841
| +267% | +$17K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $7.16K | Buy |
689
+380
| +123% | +$4.07K | ﹤0.01% | 2411 |
|
|
2024
Q2 | $3.67K | Buy |
309
+120
| +63% | +$1.74K | ﹤0.01% | 2654 |
|
|
2024
Q1 | $3.39K | Buy |
189
+37
| +24% | +$650 | ﹤0.01% | 2578 |
|
|
2023
Q4 | $2.79K | Sell |
152
-53
| -26% | -$784 | ﹤0.01% | 2527 |
|
|
2023
Q3 | $3.22K | Buy |
205
+142
| +225% | +$2.24K | ﹤0.01% | 2321 |
|
|
2023
Q2 | $939 | Sell |
63
-214
| -77% | -$3.13K | ﹤0.01% | 2751 |
|
|
2023
Q1 | $4.27K | Sell |
277
-108
| -28% | -$1.75K | ﹤0.01% | 2098 |
|
|
2022
Q4 | $5.62K | Sell |
385
-37
| -9% | -$558 | ﹤0.01% | 1854 |
|
|
2022
Q3 | $6K | Sell |
422
-514
| -55% | -$8.32K | ﹤0.01% | 1851 |
|
|
2022
Q2 | $14K | Buy |
936
+773
| +474% | +$13.7K | ﹤0.01% | 1420 |
|
|
2022
Q1 | $3K | Buy |
163
+31
| +23% | +$652 | ﹤0.01% | 1752 |
|
|
2021
Q4 | $3K | Hold |
132
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q3 | $3K | Sell |
132
-482
| -79% | -$10.9K | ﹤0.01% | 1632 |
|
|
2021
Q2 | $14K | Sell |
614
-50
| -8% | -$1.21K | ﹤0.01% | 955 |
|
|
2021
Q1 | $16K | Buy |
664
+550
| +482% | +$13.1K | ﹤0.01% | 861 |
|
|
2020
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q4 | $4K | Hold |
114
| – | – | ﹤0.01% | 822 |
|
|
2019
Q3 | $3K | Buy |
114
+77
| +208% | +$2.41K | ﹤0.01% | 790 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 913 |
|
|
2019
Q1 | $1K | Sell |
37
-2
| -5% | -$56 | ﹤0.01% | 933 |
|
|
2018
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 835 |
|
|
2018
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 862 |
|
|
2018
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 910 |
|
|
2018
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 784 |
|
|
2017
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 710 |
|
|
2017
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 718 |
|
|
2017
Q2 | $1K | Sell |
39
-1
| -3% | -$28 | ﹤0.01% | 715 |
|
|
2017
Q1 | $1K | Sell |
40
-21
| -34% | -$606 | ﹤0.01% | 724 |
|
|
2016
Q4 | $1K | Hold |
61
| – | – | ﹤0.01% | 645 |
|
|
2016
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 606 |
|
|
2016
Q2 | $2K | Buy |
+61
| New | +$1.6K | ﹤0.01% | 563 |
|
Other funds holding XRX
VPM
VCM
