IFP Advisors’s Crexendo CXDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $122K | Buy |
19,794
+2,704
| +16% | +$17.8K | ﹤0.01% | 1705 |
|
|
2025
Q4 | $111K | Sell |
17,090
-14,770
| -46% | -$96.6K | ﹤0.01% | 1731 |
|
|
2025
Q3 | $207K | Sell |
31,860
-10,000
| -24% | -$62K | 0.01% | 1270 |
|
|
2025
Q2 | $254K | Buy |
41,860
+990
| +2% | +$5.17K | 0.01% | 1148 |
|
|
2025
Q1 | $199K | Sell |
40,870
-1,000
| -2% | -$5.87K | 0.01% | 1179 |
|
|
2024
Q4 | $219K | Buy |
41,870
+1,000
| +2% | +$5.29K | 0.01% | 1088 |
|
|
2024
Q3 | $190K | Hold |
40,870
| – | – | 0.01% | 1119 |
|
|
2024
Q2 | $129K | Hold |
40,870
| – | – | 0.01% | 1252 |
|
|
2024
Q1 | $197K | Buy |
40,870
+700
| +2% | +$3.89K | 0.01% | 1007 |
|
|
2023
Q4 | $195K | Hold |
40,170
| – | – | 0.01% | 959 |
|
|
2023
Q3 | $84.8K | Hold |
40,170
| – | – | ﹤0.01% | 1340 |
|
|
2023
Q2 | $70.7K | Hold |
40,170
| – | – | ﹤0.01% | 1470 |
|
|
2023
Q1 | $104K | Buy |
40,170
+2,000
| +5% | +$3.67K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $99K | Hold |
38,170
| – | – | ﹤0.01% | 1741 |
|
|
2022
Q3 | $99K | Hold |
38,170
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q2 | $99K | Hold |
38,170
| – | – | ﹤0.01% | 1691 |
|
|
2022
Q1 | $99K | Buy |
38,170
+25,000
| +190% | +$104K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $66K | Sell |
13,170
-24,830
| -65% | -$134K | ﹤0.01% | 1452 |
|
|
2021
Q3 | $227K | Buy |
38,000
+1,000
| +3% | +$6.01K | ﹤0.01% | 901 |
|
|
2021
Q2 | $226K | Buy |
37,000
+25,430
| +220% | +$146K | ﹤0.01% | 845 |
|
|
2021
Q1 | $67K | Buy |
11,570
+6,125
| +112% | +$40.6K | ﹤0.01% | 1331 |
|
|
2020
Q4 | $38K | Buy |
5,445
+4,915
| +927% | +$32K | ﹤0.01% | 1545 |
|
|
2020
Q3 | $3K | Sell |
530
-24,900
| -98% | -$201K | ﹤0.01% | 2342 |
|
|
2020
Q2 | $150K | Hold |
25,430
| – | – | 0.01% | 776 |
|
|
2020
Q1 | $111K | Hold |
25,430
| – | – | 0.01% | 784 |
|
|
2019
Q4 | $116K | Buy |
25,430
+3,000
| +13% | +$13.7K | 0.01% | 872 |
|
|
2019
Q3 | $68K | Buy |
+22,430
| New | +$68K | ﹤0.01% | 1230 |
|
|
2019
Q1 | – | Sell |
-20,612
| Closed | -$43K | – | 2579 |
|
|
2018
Q4 | $43K | Buy |
+20,612
| New | +$43K | ﹤0.01% | 1689 |
|
Other funds holding CXDO
VCM
EIM
RA
BA
