United Capital Financial Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,540
| Closed | -$213K | – | 1105 |
|
|
2024
Q3 | $213K | Buy |
20,540
+9,252
| +82% | +$96K | ﹤0.01% | 990 |
|
|
2024
Q2 | $131K | Sell |
11,288
-51,942
| -82% | -$604K | ﹤0.01% | 989 |
|
|
2024
Q1 | $1.13M | Sell |
63,230
-3,244
| -5% | -$58.1K | 0.01% | 532 |
|
|
2023
Q4 | $1.22M | Sell |
66,474
-157,617
| -70% | -$2.89M | 0.01% | 511 |
|
|
2023
Q3 | $3.52M | Buy |
224,091
+2,724
| +1% | +$42.7K | 0.02% | 348 |
|
|
2023
Q2 | $3.3M | Sell |
221,367
-4,279
| -2% | -$63.7K | 0.02% | 370 |
|
|
2023
Q1 | $3.47M | Buy |
225,646
+22,341
| +11% | +$344K | 0.02% | 364 |
|
|
2022
Q4 | $2.97M | Buy |
203,305
+43,719
| +27% | +$638K | 0.02% | 408 |
|
|
2022
Q3 | $2.09M | Buy |
159,586
+43,052
| +37% | +$563K | 0.01% | 467 |
|
|
2022
Q2 | $1.73M | Buy |
116,534
+28,245
| +32% | +$420K | 0.01% | 517 |
|
|
2022
Q1 | $1.78M | Buy |
88,289
+21,261
| +32% | +$429K | 0.01% | 541 |
|
|
2021
Q4 | $1.52M | Buy |
67,028
+33,191
| +98% | +$752K | 0.01% | 592 |
|
|
2021
Q3 | $682K | Buy |
33,837
+13,000
| +62% | +$262K | ﹤0.01% | 779 |
|
|
2021
Q2 | $489K | Buy |
20,837
+11,344
| +119% | +$266K | ﹤0.01% | 858 |
|
|
2021
Q1 | $230K | Buy |
+9,493
| New | +$230K | ﹤0.01% | 1070 |
|
|
2020
Q1 | – | Sell |
-27,351
| Closed | -$1.01M | – | 1372 |
|
|
2019
Q4 | $1.01M | Buy |
27,351
+2,955
| +12% | +$109K | 0.01% | 772 |
|
|
2019
Q3 | $730K | Sell |
24,396
-5,451
| -18% | -$163K | 0.01% | 832 |
|
|
2019
Q2 | $1.06M | Sell |
29,847
-8,939
| -23% | -$317K | 0.01% | 786 |
|
|
2019
Q1 | $1.24M | Buy |
+38,786
| New | +$1.24M | 0.01% | 713 |
|
|
2018
Q4 | – | Sell |
-8,636
| Closed | -$233K | – | 1375 |
|
|
2018
Q3 | $233K | Buy |
8,636
+40
| +0.5% | +$1.08K | ﹤0.01% | 1201 |
|
|
2018
Q2 | $206K | Sell |
8,596
-1,030
| -11% | -$24.7K | ﹤0.01% | 1220 |
|
|
2018
Q1 | $277K | Sell |
9,626
-5,132
| -35% | -$148K | ﹤0.01% | 1120 |
|
|
2017
Q4 | $430K | Sell |
14,758
-947
| -6% | -$27.6K | ﹤0.01% | 1006 |
|
|
2017
Q3 | $523K | Buy |
15,705
+280
| +2% | +$9.32K | ﹤0.01% | 945 |
|
|
2017
Q2 | $443K | Sell |
15,425
-331
| -2% | -$9.51K | ﹤0.01% | 958 |
|
|
2017
Q1 | $463K | Sell |
15,756
-2,880
| -15% | -$84.6K | ﹤0.01% | 930 |
|
|
2016
Q4 | $429K | Buy |
18,636
+4,100
| +28% | +$94.4K | ﹤0.01% | 964 |
|
|
2016
Q3 | $388K | Buy |
14,536
+1,156
| +9% | +$30.9K | ﹤0.01% | 1017 |
|
|
2016
Q2 | $317K | Sell |
13,380
-6,817
| -34% | -$162K | ﹤0.01% | 1020 |
|
|
2016
Q1 | $594K | Buy |
20,197
+1,834
| +10% | +$53.9K | 0.01% | 828 |
|
|
2015
Q4 | $514K | Buy |
18,363
+8,450
| +85% | +$237K | 0.01% | 878 |
|
|
2015
Q3 | $254K | Buy |
9,913
+664
| +7% | +$17K | ﹤0.01% | 1096 |
|
|
2015
Q2 | $259K | Buy |
9,249
+994
| +12% | +$27.8K | ﹤0.01% | 1118 |
|
|
2015
Q1 | $250K | Sell |
8,255
-7,245
| -47% | -$219K | ﹤0.01% | 1121 |
|
|
2014
Q4 | $566K | Buy |
15,500
+2,775
| +22% | +$101K | 0.01% | 786 |
|
|
2014
Q3 | $444K | Sell |
12,725
-1,386
| -10% | -$48.4K | 0.01% | 819 |
|
|
2014
Q2 | $463K | Buy |
14,111
+592
| +4% | +$19.4K | 0.01% | 697 |
|
|
2014
Q1 | $403K | Buy |
13,519
+537
| +4% | +$16K | 0.01% | 689 |
|
|
2013
Q4 | $416K | Buy |
+12,982
| New | +$416K | 0.01% | 460 |
|