A detailed history of United Capital Financial Advisers, LLC transactions in Xerox Holdings Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 20,540 shares of XRX stock, worth $189,584. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,540
Previous 11,288 81.96%
Holding current value
$189,584
Previous $131,000 62.6%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$9.66 - $12.04 $89,374 - $111,394
9,252 Added 81.96%
20,540 $213,000
Q2 2024

Aug 14, 2024

SELL
$11.62 - $17.89 $603,566 - $929,242
-51,942 Reduced 82.15%
11,288 $131,000
Q1 2024

May 15, 2024

SELL
$15.62 - $19.61 $50,671 - $63,614
-3,244 Reduced 4.88%
63,230 $1.13 Million
Q4 2023

Feb 14, 2024

SELL
$12.1 - $18.94 $1.91 Million - $2.99 Million
-157,617 Reduced 70.34%
66,474 $1.22 Million
Q3 2023

Nov 14, 2023

BUY
$14.65 - $16.96 $39,906 - $46,199
2,724 Added 1.23%
224,091 $3.52 Million
Q2 2023

Aug 14, 2023

SELL
$13.59 - $15.8 $61,549 - $71,558
-4,529 Reduced 2.0%
221,367 $3.3 Million
Q1 2023

Aug 14, 2023

BUY
$14.56 - $17.42 $62,302 - $74,540
4,279 Added 1.93%
225,646 $3.47 Million
Q1 2023

May 15, 2023

BUY
$14.56 - $17.42 $328,924 - $393,535
22,591 Added 11.11%
225,896 $3.48 Million
Q4 2022

Feb 14, 2023

BUY
$13.58 - $16.67 $593,704 - $728,795
43,719 Added 27.4%
203,305 $2.97 Million
Q3 2022

Nov 14, 2022

BUY
$13.08 - $19.24 $563,120 - $828,320
43,052 Added 36.94%
159,586 $2.09 Million
Q2 2022

Aug 11, 2022

BUY
$14.85 - $19.97 $419,438 - $564,052
28,245 Added 31.99%
116,534 $1.73 Million
Q1 2022

May 16, 2022

BUY
$17.63 - $23.93 $374,831 - $508,775
21,261 Added 31.72%
88,289 $1.78 Million
Q4 2021

Feb 14, 2022

BUY
$17.79 - $23.35 $590,467 - $775,009
33,191 Added 98.09%
67,028 $1.52 Million
Q3 2021

Nov 15, 2021

BUY
$20.17 - $24.81 $262,210 - $322,530
13,000 Added 62.39%
33,837 $682,000
Q2 2021

Aug 13, 2021

BUY
$22.85 - $25.32 $259,210 - $287,230
11,344 Added 119.5%
20,837 $489,000
Q1 2021

May 14, 2021

BUY
$20.75 - $26.91 $196,979 - $255,456
9,493 New
9,493 $230,000
Q1 2020

May 15, 2020

SELL
$15.98 - $38.21 $437,068 - $1.05 Million
-27,351 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$28.31 - $39.3 $83,656 - $116,131
2,955 Added 12.11%
27,351 $1.01 Million
Q3 2019

Nov 14, 2019

BUY
$27.49 - $36.48 $670,646 - $889,966
24,396 New
24,396 $730,000

Others Institutions Holding XRX

About Xerox Holdings Corp


  • Ticker XRX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 155,570,000
  • Market Cap $1.44B
  • Description
  • Xerox Holdings Corporation, a workplace technology company, designs, develops, and sells document management systems and solutions in the United States, Europe, Canada, and internationally. It offers workplace solutions, including desktop monochrome, and color and multifunction printers; digital printing presses and light production devices, and...
More about XRX
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.