IFP Advisors’s Crexendo CXDO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
41,860
+990
+2% +$6.01K 0.01% 1148
2025
Q1
$199K Sell
40,870
-1,000
-2% -$4.87K 0.01% 1179
2024
Q4
$219K Buy
41,870
+1,000
+2% +$5.23K 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% +$3.37K 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% +$5.2K ﹤0.01% 1237
2022
Q4
$99K Hold
38,170
﹤0.01% 1741
2022
Q3
$99K Hold
38,170
﹤0.01% 1864
2022
Q2
$99K Hold
38,170
﹤0.01% 1692
2022
Q1
$99K Buy
38,170
+25,000
+190% +$64.8K ﹤0.01% 1692
2021
Q4
$66K Sell
13,170
-24,830
-65% -$124K ﹤0.01% 1430
2021
Q3
$227K Buy
38,000
+1,000
+3% +$5.97K ﹤0.01% 869
2021
Q2
$226K Buy
37,000
+25,430
+220% +$155K ﹤0.01% 845
2021
Q1
$67K Buy
11,570
+6,125
+112% +$35.5K ﹤0.01% 1331
2020
Q4
$38K Buy
5,445
+4,915
+927% +$34.3K ﹤0.01% 1545
2020
Q3
$3K Sell
530
-24,900
-98% -$141K ﹤0.01% 2324
2020
Q2
$150K Hold
25,430
0.01% 776
2020
Q1
$111K Hold
25,430
0.01% 782
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 2567
2018
Q4
$43K Buy
+20,612
New +$43K ﹤0.01% 1677