CAPTRUST Financial Advisors’s ChampionX CHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
13,284
+5,930
| +81% | +$147K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $219K | Buy |
+7,354
| New | +$219K | ﹤0.01% | 2121 |
|
|
2024
Q4 | – | Sell |
-8,438
| Closed | -$254K | – | 2312 |
|
|
2024
Q3 | $254K | Buy |
8,438
+94
| +1% | +$2.83K | ﹤0.01% | 1983 |
|
|
2024
Q2 | $277K | Sell |
8,344
-2,050
| -20% | -$68.1K | ﹤0.01% | 1854 |
|
|
2024
Q1 | $373K | Sell |
10,394
-10,170
| -49% | -$365K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $601K | Sell |
20,564
-13,989
| -40% | -$409K | ﹤0.01% | 1615 |
|
|
2023
Q3 | $1.23M | Sell |
34,553
-40,893
| -54% | -$1.46M | ﹤0.01% | 1083 |
|
|
2023
Q2 | $2.34M | Buy |
75,446
+62,637
| +489% | +$1.94M | 0.01% | 767 |
|
|
2023
Q1 | $348K | Buy |
12,809
+2,440
| +24% | +$66.2K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $301K | Sell |
10,369
-1,475
| -12% | -$42.8K | ﹤0.01% | 1655 |
|
|
2022
Q3 | $232K | Sell |
11,844
-548
| -4% | -$10.7K | ﹤0.01% | 1726 |
|
|
2022
Q2 | $247K | Buy |
12,392
+2,655
| +27% | +$52.9K | ﹤0.01% | 1546 |
|
|
2022
Q1 | $238K | Sell |
9,737
-1,138
| -10% | -$27.8K | ﹤0.01% | 1602 |
|
|
2021
Q4 | $220K | Sell |
10,875
-834
| -7% | -$16.9K | ﹤0.01% | 1572 |
|
|
2021
Q3 | $262K | Buy |
11,709
+191
| +2% | +$4.27K | ﹤0.01% | 1376 |
|
|
2021
Q2 | $295K | Buy |
11,518
+1,238
| +12% | +$31.7K | ﹤0.01% | 1285 |
|
|
2021
Q1 | $223K | Buy |
10,280
+4,034
| +65% | +$87.5K | ﹤0.01% | 1399 |
|
|
2020
Q4 | $96K | Buy |
6,246
+434
| +7% | +$6.67K | ﹤0.01% | 1523 |
|
|
2020
Q3 | $46K | Buy |
5,812
+122
| +2% | +$966 | ﹤0.01% | 1663 |
|
|
2020
Q2 | $54K | Buy |
+5,690
| New | +$54K | ﹤0.01% | 1596 |
|
|
2019
Q4 | – | Sell |
-512
| Closed | -$14K | – | 1145 |
|
|
2019
Q3 | $14K | Sell |
512
-12
| -2% | -$328 | ﹤0.01% | 1396 |
|
|
2019
Q2 | $18K | Buy |
524
+24
| +5% | +$824 | ﹤0.01% | 1301 |
|
|
2019
Q1 | $21K | Buy |
+500
| New | +$21K | ﹤0.01% | 1147 |
|