Kovack Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
161,050
+36,650
| +29% | +$193K | 0.08% | 220 |
|
|
2025
Q1 | $601K | Buy |
124,400
+62,800
| +102% | +$303K | 0.06% | 258 |
|
|
2024
Q4 | $519K | Buy |
+61,600
| New | +$519K | 0.05% | 295 |
|
|
2024
Q2 | – | Sell |
-22,700
| Closed | -$406K | – | 607 |
|
|
2024
Q1 | $406K | Sell |
22,700
-23,550
| -51% | -$422K | 0.05% | 293 |
|
|
2023
Q4 | $848K | Sell |
46,250
-3,850
| -8% | -$70.6K | 0.1% | 195 |
|
|
2023
Q3 | $786K | Sell |
50,100
-4,000
| -7% | -$62.8K | 0.11% | 178 |
|
|
2023
Q2 | $806K | Buy |
54,100
+17,700
| +49% | +$264K | 0.1% | 191 |
|
|
2023
Q1 | $561K | Buy |
36,400
+8,200
| +29% | +$126K | 0.08% | 273 |
|
|
2022
Q4 | $412K | Buy |
28,200
+369
| +1% | +$5.39K | 0.06% | 326 |
|
|
2022
Q3 | $364K | Buy |
27,831
+2,100
| +8% | +$27.5K | 0.05% | 362 |
|
|
2022
Q2 | $382K | Buy |
25,731
+9,900
| +63% | +$147K | 0.05% | 385 |
|
|
2022
Q1 | $319K | Sell |
15,831
-35,450
| -69% | -$714K | 0.03% | 511 |
|
|
2021
Q4 | $1.16M | Sell |
51,281
-969
| -2% | -$21.9K | 0.11% | 193 |
|
|
2021
Q3 | $1.05M | Buy |
52,250
+32,750
| +168% | +$661K | 0.11% | 203 |
|
|
2021
Q2 | $458K | Buy |
19,500
+10,581
| +119% | +$249K | 0.05% | 380 |
|
|
2021
Q1 | $216K | Buy |
+8,919
| New | +$216K | 0.03% | 561 |
|