IFP Advisors’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 | $107 | Sell |
83
-391
| -82% | -$773 | ﹤0.01% | 4729 |
|
|
2025
Q4 | $1.12K | Hold |
474
| – | – | ﹤0.01% | 4036 |
|
|
2025
Q3 | $1.78K | Buy |
+474
| New | +$2.1K | ﹤0.01% | 3747 |
|
|
2025
Q2 | – | Sell |
-52
| Closed | -$254 | – | 2638 |
|
|
2025
Q1 | $551 | Hold |
52
| – | – | ﹤0.01% | 3443 |
|
|
2024
Q4 | $961 | Sell |
52
-31
| -37% | -$286 | ﹤0.01% | 3287 |
|
|
2024
Q3 | $863 | Sell |
83
-217
| -72% | -$2.32K | ﹤0.01% | 3095 |
|
|
2024
Q2 | $3.48K | Hold |
300
| – | – | ﹤0.01% | 2683 |
|
|
2024
Q1 | $5.37K | Sell |
300
-349
| -54% | -$6.13K | ﹤0.01% | 2435 |
|
|
2023
Q4 | $11.9K | Sell |
649
-474
| -42% | -$7.01K | ﹤0.01% | 2128 |
|
|
2023
Q3 | $17.6K | Buy |
1,123
+295
| +36% | +$4.66K | ﹤0.01% | 1998 |
|
|
2023
Q2 | $12.3K | Buy |
828
+49
| +6% | +$717 | ﹤0.01% | 2220 |
|
|
2023
Q1 | $24.6K | Sell |
779
-2,652
| -77% | -$42.9K | ﹤0.01% | 1929 |
|
|
2022
Q4 | $109K | Sell |
3,431
-1,079
| -24% | -$16.3K | ﹤0.01% | 1699 |
|
|
2022
Q3 | $144K | Buy |
4,510
+286
| +7% | +$4.63K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $135K | Hold |
4,224
| – | – | ﹤0.01% | 1500 |
|
|
2022
Q1 | $135K | Buy |
4,224
+3,441
| +439% | +$72.3K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $18K | Buy |
783
+26
| +3% | +$528 | ﹤0.01% | 1995 |
|
|
2021
Q3 | $16K | Hold |
757
| – | – | ﹤0.01% | 2095 |
|
|
2021
Q2 | $19K | Buy |
757
+434
| +134% | +$10.5K | ﹤0.01% | 1963 |
|
|
2021
Q1 | $8K | Hold |
323
| – | – | ﹤0.01% | 2243 |
|
|
2020
Q4 | $8K | Sell |
323
-175
| -35% | -$3.7K | ﹤0.01% | 2166 |
|
|
2020
Q3 | $9K | Buy |
498
+184
| +59% | +$3.22K | ﹤0.01% | 1960 |
|
|
2020
Q2 | $5K | Hold |
314
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q1 | $6K | Sell |
314
-1,424
| -82% | -$45.2K | ﹤0.01% | 2017 |
|
|
2019
Q4 | $65K | Buy |
1,738
+18
| +1% | +$629 | ﹤0.01% | 1152 |
|
|
2019
Q3 | $53K | Buy |
+1,720
| New | +$53.9K | ﹤0.01% | 1346 |
|
|
2019
Q1 | $2K | Sell |
50
-370
| -88% | -$10.4K | ﹤0.01% | 2126 |
|
|
2018
Q4 | $8K | Buy |
420
+75
| +22% | +$1.93K | ﹤0.01% | 2633 |
|
|
2018
Q3 | $9K | Buy |
345
+51
| +17% | +$1.35K | ﹤0.01% | 2925 |
|
|
2018
Q2 | $7K | Hold |
294
| – | – | ﹤0.01% | 3117 |
|
|
2018
Q1 | $9K | Hold |
294
| – | – | ﹤0.01% | 2869 |
|
|
2017
Q4 | $9K | Sell |
294
-1,132
| -79% | -$34.4K | ﹤0.01% | 2914 |
|
|
2017
Q3 | $47K | Sell |
1,426
-63
| -4% | -$1.98K | ﹤0.01% | 2031 |
|
|
2017
Q2 | $43K | Sell |
1,489
-1,119
| -43% | -$31.6K | ﹤0.01% | 2074 |
|
|
2017
Q1 | $77K | Sell |
2,608
-508
| -16% | -$14.7K | ﹤0.01% | 1672 |
|
|
2016
Q4 | $72K | Buy |
3,116
+18
| +0.6% | +$448 | ﹤0.01% | 1666 |
|
|
2016
Q3 | $83K | Sell |
3,098
-185
| -6% | -$4.78K | ﹤0.01% | 1491 |
|
|
2016
Q2 | $82K | Buy |
3,283
+3,264
| +17,179% | +$85.9K | ﹤0.01% | 1460 |
|
|
2016
Q1 | $2K | Sell |
19
-6,678
| -100% | -$172K | ﹤0.01% | 2121 |
|
|
2015
Q4 | $188K | Buy |
+6,697
| New | +$180K | 0.01% | 855 |
|
Other funds holding XRX
VPM
VCM
