Allworth Financial’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
158
+2
| +1% | +$17 | ﹤0.01% | 3858 |
|
|
2025
Q1 | $979 | Sell |
156
-107
| -41% | -$671 | ﹤0.01% | 3467 |
|
|
2024
Q4 | $1.66K | Sell |
263
-230
| -47% | -$1.45K | ﹤0.01% | 3213 |
|
|
2024
Q3 | $3.41K | Buy |
493
+130
| +36% | +$900 | ﹤0.01% | 2734 |
|
|
2024
Q2 | $1.93K | Hold |
363
| – | – | ﹤0.01% | 2939 |
|
|
2024
Q1 | $2.19K | Sell |
363
-25
| -6% | -$151 | ﹤0.01% | 2770 |
|
|
2023
Q4 | $2.29K | Hold |
388
| – | – | ﹤0.01% | 2626 |
|
|
2023
Q3 | $2.46K | Hold |
388
| – | – | ﹤0.01% | 2442 |
|
|
2023
Q2 | $4.39K | Hold |
388
| – | – | ﹤0.01% | 2168 |
|
|
2023
Q1 | $3.73K | Hold |
388
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q4 | $2.53K | Buy |
388
+65
| +20% | +$425 | ﹤0.01% | 2155 |
|
|
2022
Q3 | $1K | Buy |
323
+295
| +1,054% | +$913 | ﹤0.01% | 2551 |
|
|
2022
Q2 | $0 | Buy |
+28
| New | – | ﹤0.01% | 2874 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1631 |
|
|
2020
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1212 |
|