Steward Partners Investment Advisory’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 | $499 | Sell |
387
-2,038
| -84% | -$4.03K | ﹤0.01% | 4262 |
|
|
2025
Q4 | $5.75K | Buy |
2,425
+2,040
| +530% | +$6.04K | ﹤0.01% | 3650 |
|
|
2025
Q3 | $1.45K | Sell |
385
-97
| -20% | -$429 | ﹤0.01% | 3994 |
|
|
2025
Q2 | $2.54K | Buy |
482
+161
| +50% | +$786 | ﹤0.01% | 3682 |
|
|
2025
Q1 | $1.55K | Hold |
321
| – | – | ﹤0.01% | 3694 |
|
|
2024
Q4 | $2.71K | Hold |
321
| – | – | ﹤0.01% | 3559 |
|
|
2024
Q3 | $3.33K | Buy |
321
+38
| +13% | +$406 | ﹤0.01% | 3301 |
|
|
2024
Q2 | $3.29K | Buy |
283
+1
| +0.4% | +$15 | ﹤0.01% | 3164 |
|
|
2024
Q1 | $5.05K | Buy |
282
+1
| +0.4% | +$18 | ﹤0.01% | 3043 |
|
|
2023
Q4 | $5.16K | Sell |
281
-4,217
| -94% | -$62.3K | ﹤0.01% | 2949 |
|
|
2023
Q3 | $70.6K | Buy |
4,498
+342
| +8% | +$5.4K | ﹤0.01% | 1748 |
|
|
2023
Q2 | $61.9K | Sell |
4,156
-2,100
| -34% | -$30.7K | ﹤0.01% | 1792 |
|
|
2023
Q1 | $96.3K | Sell |
6,256
-1,947
| -24% | -$31.5K | ﹤0.01% | 1603 |
|
|
2022
Q4 | $120K | Sell |
8,203
-808
| -9% | -$12.2K | ﹤0.01% | 1474 |
|
|
2022
Q3 | $118K | Sell |
9,011
-84
| -0.9% | -$1.36K | ﹤0.01% | 1432 |
|
|
2022
Q2 | $135K | Buy |
9,095
+8,916
| +4,981% | +$158K | ﹤0.01% | 1370 |
|
|
2022
Q1 | $4K | Hold |
179
| – | – | ﹤0.01% | 2987 |
|
|
2021
Q4 | $4K | Buy |
179
+1
| +0.6% | +$20 | ﹤0.01% | 2915 |
|
|
2021
Q3 | $4K | Sell |
178
-350
| -66% | -$7.95K | ﹤0.01% | 2886 |
|
|
2021
Q2 | $12K | Buy |
528
+40
| +8% | +$967 | ﹤0.01% | 5740 |
|
|
2021
Q1 | $11.8K | Buy |
488
+300
| +160% | +$7.17K | ﹤0.01% | 2707 |
|
|
2020
Q4 | $4K | Sell |
188
-50
| -21% | -$1.06K | ﹤0.01% | 2594 |
|
|
2020
Q3 | $4K | Hold |
238
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q2 | $4K | Sell |
238
-5
| -2% | -$86 | ﹤0.01% | 2349 |
|
|
2020
Q1 | $4K | Sell |
243
-17
| -7% | -$540 | ﹤0.01% | 2173 |
|
|
2019
Q4 | $9K | Hold |
260
| – | – | ﹤0.01% | 2071 |
|
|
2019
Q3 | $7K | Sell |
260
-15
| -5% | -$470 | ﹤0.01% | 2162 |
|
|
2019
Q2 | $9K | Buy |
+275
| New | +$9.18K | ﹤0.01% | 2045 |
|
|
2018
Q4 | – | Sell |
-371
| Closed | -$10K | – | 2200 |
|
|
2018
Q3 | $10K | Buy |
371
+77
| +26% | +$2.04K | ﹤0.01% | 1889 |
|
|
2018
Q2 | $7K | Buy |
294
+9
| +3% | +$254 | ﹤0.01% | 1898 |
|
|
2018
Q1 | $8K | Buy |
285
+65
| +30% | +$2K | ﹤0.01% | 1660 |
|
|
2017
Q4 | $6K | Buy |
220
+35
| +19% | +$1.06K | ﹤0.01% | 1480 |
|
|
2017
Q3 | $6K | Hold |
185
| – | – | ﹤0.01% | 1260 |
|
|
2017
Q2 | $5K | Buy |
185
+3
| +2% | +$85 | ﹤0.01% | 1242 |
|
|
2017
Q1 | $5K | Buy |
182
+91
| +100% | +$2.63K | ﹤0.01% | 1141 |
|
|
2016
Q4 | $2K | Buy |
+91
| New | +$2.27K | ﹤0.01% | 777 |
|
Other funds holding XRX
VPM
VCM
