LPL Financial’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 | $217K | Sell |
167,831
-15,752
| -9% | -$31.1K | ﹤0.01% | 5446 |
|
|
2025
Q4 | $435K | Sell |
183,583
-12,160
| -6% | -$36K | ﹤0.01% | 4843 |
|
|
2025
Q3 | $736K | Buy |
195,743
+22,520
| +13% | +$99.5K | ﹤0.01% | 4304 |
|
|
2025
Q2 | $913K | Buy |
173,223
+65,499
| +61% | +$320K | ﹤0.01% | 3831 |
|
|
2025
Q1 | $520K | Buy |
107,724
+30,660
| +40% | +$230K | ﹤0.01% | 4138 |
|
|
2024
Q4 | $650K | Buy |
77,064
+8,837
| +13% | +$81.5K | ﹤0.01% | 3863 |
|
|
2024
Q3 | $708K | Buy |
68,227
+8,162
| +14% | +$87.3K | ﹤0.01% | 3714 |
|
|
2024
Q2 | $698K | Buy |
60,065
+2,447
| +4% | +$35.5K | ﹤0.01% | 3571 |
|
|
2024
Q1 | $1.03M | Sell |
57,618
-3,062
| -5% | -$53.8K | ﹤0.01% | 3151 |
|
|
2023
Q4 | $1.11M | Sell |
60,680
-121
| -0.2% | -$1.79K | ﹤0.01% | 2952 |
|
|
2023
Q3 | $954K | Buy |
60,801
+1,172
| +2% | +$18.5K | ﹤0.01% | 2943 |
|
|
2023
Q2 | $888K | Buy |
59,629
+11,765
| +25% | +$172K | ﹤0.01% | 2943 |
|
|
2023
Q1 | $737K | Buy |
47,864
+657
| +1% | +$10.6K | ﹤0.01% | 3005 |
|
|
2022
Q4 | $689K | Buy |
47,207
+2,396
| +5% | +$36.1K | ﹤0.01% | 2970 |
|
|
2022
Q3 | $586K | Buy |
44,811
+6,364
| +17% | +$103K | ﹤0.01% | 3010 |
|
|
2022
Q2 | $571K | Buy |
38,447
+21,391
| +125% | +$379K | ﹤0.01% | 3093 |
|
|
2022
Q1 | $344K | Sell |
17,056
-9,229
| -35% | -$194K | ﹤0.01% | 3477 |
|
|
2021
Q4 | $595K | Buy |
26,285
+4,276
| +19% | +$86.9K | ﹤0.01% | 3124 |
|
|
2021
Q3 | $444K | Buy |
22,009
+1,733
| +9% | +$39.3K | ﹤0.01% | 3327 |
|
|
2021
Q2 | $476K | Sell |
20,276
-7,580
| -27% | -$183K | ﹤0.01% | 3205 |
|
|
2021
Q1 | $676K | Sell |
27,856
-153,388
| -85% | -$3.67M | ﹤0.01% | 2759 |
|
|
2020
Q4 | $4.2M | Sell |
181,244
-10,545
| -5% | -$223K | 0.01% | 1211 |
|
|
2020
Q3 | $3.6M | Buy |
191,789
+177,040
| +1,200% | +$3.1M | 0.01% | 1121 |
|
|
2020
Q2 | $226K | Buy |
14,749
+3,738
| +34% | +$64.5K | ﹤0.01% | 3045 |
|
|
2020
Q1 | $209K | Sell |
11,011
-3,603
| -25% | -$114K | ﹤0.01% | 2775 |
|
|
2019
Q4 | $539K | Sell |
14,614
-1,954
| -12% | -$68.3K | ﹤0.01% | 2314 |
|
|
2019
Q3 | $496K | Buy |
16,568
+3,013
| +22% | +$94.4K | ﹤0.01% | 2265 |
|
|
2019
Q2 | $480K | Buy |
13,555
+10
| +0.1% | +$334 | ﹤0.01% | 2321 |
|
|
2019
Q1 | $433K | Sell |
13,545
-1,917
| -12% | -$54.1K | ﹤0.01% | 2342 |
|
|
2018
Q4 | $306K | Buy |
15,462
+2,004
| +15% | +$51.4K | ﹤0.01% | 2446 |
|
|
2018
Q3 | $363K | Buy |
13,458
+2,041
| +18% | +$54K | ﹤0.01% | 2508 |
|
|
2018
Q2 | $274K | Sell |
11,417
-3,493
| -23% | -$98.7K | ﹤0.01% | 2735 |
|
|
2018
Q1 | $429K | Sell |
14,910
-12,706
| -46% | -$391K | ﹤0.01% | 2289 |
|
|
2017
Q4 | $805K | Sell |
27,616
-1,089
| -4% | -$33.1K | ﹤0.01% | 1693 |
|
|
2017
Q3 | $956K | Buy |
28,705
+11,409
| +66% | +$359K | ﹤0.01% | 1469 |
|
|
2017
Q2 | $497K | Sell |
17,296
-587
| -3% | -$16.6K | ﹤0.01% | 1887 |
|
|
2017
Q1 | $519K | Sell |
17,883
-16,954
| -49% | -$489K | ﹤0.01% | 1772 |
|
|
2016
Q4 | $632K | Sell |
34,837
-4,395
| -11% | -$109K | ﹤0.01% | 1532 |
|
|
2016
Q3 | $1.02M | Buy |
39,232
+24,463
| +166% | +$632K | 0.01% | 1181 |
|
|
2016
Q2 | $363K | Sell |
14,769
-13,231
| -47% | -$348K | ﹤0.01% | 1922 |
|
|
2016
Q1 | $810K | Sell |
28,000
-44
| -0.2% | -$1.13K | ﹤0.01% | 1827 |
|
|
2015
Q4 | $760K | Buy |
28,044
+13,711
| +96% | +$368K | ﹤0.01% | 1902 |
|
|
2015
Q3 | $377K | Sell |
14,333
-479
| -3% | -$13.3K | ﹤0.01% | 2033 |
|
|
2015
Q2 | $411K | Buy |
14,812
+3,818
| +35% | +$118K | ﹤0.01% | 2061 |
|
|
2015
Q1 | $367K | Sell |
10,994
-17,668
| -62% | -$623K | ﹤0.01% | 2087 |
|
|
2014
Q4 | $1.05M | Buy |
28,662
+1,054
| +4% | +$37.2K | 0.01% | 1267 |
|
|
2014
Q3 | $952K | Sell |
27,608
-6,353
| -19% | -$222K | 0.01% | 1306 |
|
|
2014
Q2 | $1.11M | Buy |
33,961
+5,127
| +18% | +$163K | 0.01% | 1240 |
|
|
2014
Q1 | $859K | Sell |
28,834
-43,502
| -60% | -$1.27M | 0.01% | 1359 |
|
|
2013
Q4 | $2.32M | Buy |
72,336
+11,325
| +19% | +$326K | 0.01% | 744 |
|
|
2013
Q3 | $1.71M | Sell |
61,011
-24,853
| -29% | -$653K | 0.01% | 869 |
|
|
2013
Q2 | $2.05M | Buy |
+85,864
| New | +$2.01M | 0.01% | 715 |
|
Other funds holding XRX
VPM
VCM
