Creative Planning’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
135,556
+81,113
| +149% | +$427K | ﹤0.01% | 2133 |
|
|
2025
Q1 | $263K | Buy |
54,443
+31,635
| +139% | +$153K | ﹤0.01% | 2857 |
|
|
2024
Q4 | $192K | Buy |
22,808
+1,093
| +5% | +$9.21K | ﹤0.01% | 2974 |
|
|
2024
Q3 | $225K | Buy |
+21,715
| New | +$225K | ﹤0.01% | 2743 |
|
|
2024
Q2 | – | Sell |
-13,867
| Closed | -$248K | – | 3093 |
|
|
2024
Q1 | $248K | Buy |
+13,867
| New | +$248K | ﹤0.01% | 2397 |
|
|
2023
Q4 | – | Sell |
-10,628
| Closed | -$167K | – | 3015 |
|
|
2023
Q3 | $167K | Buy |
+10,628
| New | +$167K | ﹤0.01% | 2281 |
|
|
2017
Q3 | – | Sell |
-7,262
| Closed | -$209K | – | 3641 |
|
|
2017
Q2 | $209K | Sell |
7,262
-50
| -0.7% | -$1.44K | ﹤0.01% | 1482 |
|
|
2017
Q1 | $214K | Sell |
7,312
-795
| -10% | -$23.3K | ﹤0.01% | 1437 |
|
|
2016
Q4 | $186K | Sell |
8,107
-149
| -2% | -$3.42K | ﹤0.01% | 1437 |
|
|
2016
Q3 | $220K | Buy |
8,256
+730
| +10% | +$19.5K | ﹤0.01% | 1348 |
|
|
2016
Q2 | $188K | Sell |
7,526
-1,375
| -15% | -$34.3K | ﹤0.01% | 1279 |
|
|
2016
Q1 | $262K | Sell |
8,901
-325
| -4% | -$9.57K | ﹤0.01% | 1078 |
|
|
2015
Q4 | $259K | Buy |
9,226
+838
| +10% | +$23.5K | ﹤0.01% | 1052 |
|
|
2015
Q3 | $215K | Buy |
8,388
+2,327
| +38% | +$59.6K | ﹤0.01% | 1149 |
|
|
2015
Q2 | $170K | Buy |
6,061
+476
| +9% | +$13.4K | ﹤0.01% | 895 |
|
|
2015
Q1 | $189K | Sell |
5,585
-3,035
| -35% | -$103K | ﹤0.01% | 1213 |
|
|
2014
Q4 | $315K | Buy |
8,620
+3,060
| +55% | +$112K | ﹤0.01% | 909 |
|
|
2014
Q3 | $194K | Buy |
5,560
+665
| +14% | +$23.2K | ﹤0.01% | 1070 |
|
|
2014
Q2 | $160K | Sell |
4,895
-3,597
| -42% | -$118K | ﹤0.01% | 1149 |
|
|
2014
Q1 | $253K | Buy |
8,492
+4,887
| +136% | +$146K | ﹤0.01% | 890 |
|
|
2013
Q4 | $116K | Sell |
3,605
-95
| -3% | -$3.06K | ﹤0.01% | 1121 |
|
|
2013
Q3 | $100K | Sell |
3,700
-18
| -0.5% | -$486 | ﹤0.01% | 1120 |
|
|
2013
Q2 | $89K | Buy |
+3,718
| New | +$89K | ﹤0.01% | 1048 |
|