Creative Planning’s Crexendo CXDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Hold |
530,597
| – | – | ﹤0.01% | 987 |
|
|
2025
Q1 | $2.58M | Sell |
530,597
-3,194
| -0.6% | -$15.6K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $2.79M | Buy |
533,791
+3,194
| +0.6% | +$16.7K | ﹤0.01% | 939 |
|
|
2024
Q3 | $2.46M | Sell |
530,597
-877,554
| -62% | -$4.07M | ﹤0.01% | 959 |
|
|
2024
Q2 | $4.43M | Buy |
1,408,151
+877,554
| +165% | +$2.76M | ﹤0.01% | 664 |
|
|
2024
Q1 | $2.55M | Sell |
530,597
-779
| -0.1% | -$3.75K | ﹤0.01% | 871 |
|
|
2023
Q4 | $2.58M | Buy |
531,376
+779
| +0.1% | +$3.78K | ﹤0.01% | 803 |
|
|
2023
Q3 | $1.12M | Hold |
530,597
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q2 | $934K | Hold |
530,597
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q1 | $875K | Hold |
530,597
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q4 | $1.01M | Sell |
530,597
-16,914
| -3% | -$32.1K | ﹤0.01% | 1028 |
|
|
2022
Q3 | $1.31M | Sell |
547,511
-18,000
| -3% | -$43.2K | ﹤0.01% | 844 |
|
|
2022
Q2 | $1.75M | Buy |
+565,511
| New | +$1.75M | ﹤0.01% | 761 |
|