Creative Planning’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 | $13.6K | Sell |
10,530
-55,766
| -84% | -$110K | ﹤0.01% | 4058 |
|
|
2025
Q4 | $157K | Buy |
66,296
+9,958
| +18% | +$29.5K | ﹤0.01% | 3625 |
|
|
2025
Q3 | $212K | Sell |
56,338
-79,218
| -58% | -$350K | ﹤0.01% | 3431 |
|
|
2025
Q2 | $714K | Buy |
135,556
+81,113
| +149% | +$396K | ﹤0.01% | 2138 |
|
|
2025
Q1 | $263K | Buy |
54,443
+31,635
| +139% | +$237K | ﹤0.01% | 2864 |
|
|
2024
Q4 | $192K | Buy |
22,808
+1,093
| +5% | +$10.1K | ﹤0.01% | 2983 |
|
|
2024
Q3 | $225K | Buy |
+21,715
| New | +$232K | ﹤0.01% | 2743 |
|
|
2024
Q2 | – | Sell |
-13,867
| Closed | -$248K | – | 3187 |
|
|
2024
Q1 | $248K | Buy |
+13,867
| New | +$244K | ﹤0.01% | 2407 |
|
|
2023
Q4 | – | Sell |
-10,628
| Closed | -$167K | – | 3109 |
|
|
2023
Q3 | $167K | Buy |
+10,628
| New | +$168K | ﹤0.01% | 2289 |
|
|
2017
Q3 | – | Sell |
-7,262
| Closed | -$209K | – | 3754 |
|
|
2017
Q2 | $209K | Sell |
7,262
-50
| -0.7% | -$1.41K | ﹤0.01% | 1494 |
|
|
2017
Q1 | $214K | Sell |
7,312
-795
| -10% | -$22.9K | ﹤0.01% | 1447 |
|
|
2016
Q4 | $186K | Sell |
8,107
-149
| -2% | -$3.71K | ﹤0.01% | 1447 |
|
|
2016
Q3 | $220K | Buy |
8,256
+730
| +10% | +$18.9K | ﹤0.01% | 1354 |
|
|
2016
Q2 | $188K | Sell |
7,526
-1,375
| -15% | -$36.2K | ﹤0.01% | 1285 |
|
|
2016
Q1 | $262K | Sell |
8,901
-325
| -4% | -$8.38K | ﹤0.01% | 1082 |
|
|
2015
Q4 | $259K | Buy |
9,226
+838
| +10% | +$22.5K | ﹤0.01% | 1061 |
|
|
2015
Q3 | $215K | Buy |
8,388
+2,327
| +38% | +$64.5K | ﹤0.01% | 1156 |
|
|
2015
Q2 | $170K | Buy |
6,061
+476
| +9% | +$14.7K | ﹤0.01% | 906 |
|
|
2015
Q1 | $189K | Sell |
5,585
-3,035
| -35% | -$107K | ﹤0.01% | 1220 |
|
|
2014
Q4 | $315K | Buy |
8,620
+3,060
| +55% | +$108K | ﹤0.01% | 911 |
|
|
2014
Q3 | $194K | Buy |
5,560
+665
| +14% | +$23.2K | ﹤0.01% | 1071 |
|
|
2014
Q2 | $160K | Sell |
4,895
-3,597
| -42% | -$114K | ﹤0.01% | 1154 |
|
|
2014
Q1 | $253K | Buy |
8,492
+4,887
| +136% | +$143K | ﹤0.01% | 891 |
|
|
2013
Q4 | $116K | Sell |
3,605
-95
| -3% | -$2.73K | ﹤0.01% | 1121 |
|
|
2013
Q3 | $100K | Sell |
3,700
-18
| -0.5% | -$473 | ﹤0.01% | 1120 |
|
|
2013
Q2 | $89K | Buy |
+3,718
| New | +$86.9K | ﹤0.01% | 1048 |
|
Other funds holding XRX
VPM
VCM
