Concourse Financial Group Securities’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8619 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8701 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8707 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8717 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8719 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8650 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8438 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8227 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7923 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7935 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7760 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7639 |
|
|
2022
Q1 | – | Sell |
-80
| Closed | -$1K | – | 7499 |
|
|
2021
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 2328 |
|
|
2021
Q3 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 2357 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6859 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6612 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6415 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6202 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6043 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5960 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5879 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5725 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5744 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5645 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5561 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5398 |
|