Summit Trail Advisors’s Xerox XRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,496
Closed -$57K 1146
2025
Q1
$57K Buy
+11,496
New +$57K ﹤0.01% 415
2018
Q1
Sell
-734
Closed -$24K 1691
2017
Q4
$24K Buy
+734
New +$24K ﹤0.01% 1000