Allworth Financial’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
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|
2025
Q1 | $979 | Sell |
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|
2024
Q4 | $1.66K | Sell |
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|
2024
Q3 | $3.41K | Buy |
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|
2024
Q2 | $1.93K | Hold |
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|
2024
Q1 | $2.19K | Sell |
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|
2023
Q4 | $2.29K | Hold |
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|
2023
Q3 | $2.46K | Hold |
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|
2023
Q2 | $4.39K | Hold |
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|
2023
Q1 | $3.73K | Hold |
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|
2022
Q4 | $2.53K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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