Congress Asset Management’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,776
| Closed | -$381K | – | 385 |
|
|
2025
Q1 | $381K | Sell |
12,776
-255,481
| -95% | -$7.61M | ﹤0.01% | 337 |
|
|
2024
Q4 | $7.29M | Sell |
268,257
-37,699
| -12% | -$1.03M | 0.05% | 211 |
|
|
2024
Q3 | $9.22M | Sell |
305,956
-87,926
| -22% | -$2.65M | 0.06% | 196 |
|
|
2024
Q2 | $13.1M | Sell |
393,882
-3,597,235
| -90% | -$119M | 0.09% | 162 |
|
|
2024
Q1 | $143M | Buy |
3,991,117
+80,626
| +2% | +$2.89M | 1.02% | 28 |
|
|
2023
Q4 | $114M | Sell |
3,910,491
-261,739
| -6% | -$7.65M | 0.9% | 46 |
|
|
2023
Q3 | $149M | Buy |
4,172,230
+2,222,224
| +114% | +$79.2M | 1.31% | 7 |
|
|
2023
Q2 | $60.5M | Buy |
1,950,006
+1,603,370
| +463% | +$49.8M | 0.53% | 79 |
|
|
2023
Q1 | $9.4M | Buy |
346,636
+6,333
| +2% | +$172K | 0.09% | 170 |
|
|
2022
Q4 | $9.87M | Sell |
340,303
-2,706
| -0.8% | -$78.4K | 0.1% | 160 |
|
|
2022
Q3 | $6.71M | Buy |
343,009
+38,257
| +13% | +$749K | 0.07% | 179 |
|
|
2022
Q2 | $6.05M | Buy |
304,752
+39,758
| +15% | +$789K | 0.06% | 201 |
|
|
2022
Q1 | $6.49M | Buy |
264,994
+214,151
| +421% | +$5.24M | 0.06% | 207 |
|
|
2021
Q4 | $1.03M | Buy |
50,843
+15
| +0% | +$303 | 0.01% | 312 |
|
|
2021
Q3 | $1.14M | Buy |
50,828
+15
| +0% | +$336 | 0.01% | 299 |
|
|
2021
Q2 | $1.3M | Buy |
50,813
+7,778
| +18% | +$199K | 0.01% | 297 |
|
|
2021
Q1 | $935K | Buy |
43,035
+10,370
| +32% | +$225K | 0.01% | 298 |
|
|
2020
Q4 | $500K | Sell |
32,665
-900
| -3% | -$13.8K | ﹤0.01% | 315 |
|
|
2020
Q3 | $268K | Buy |
33,565
+22,590
| +206% | +$180K | ﹤0.01% | 320 |
|
|
2020
Q2 | $107K | Hold |
10,975
| – | – | ﹤0.01% | 321 |
|
|
2020
Q1 | $63K | Sell |
10,975
-59
| -0.5% | -$339 | ﹤0.01% | 327 |
|
|
2019
Q4 | $373K | Sell |
11,034
-3,105
| -22% | -$105K | ﹤0.01% | 320 |
|
|
2019
Q3 | $382K | Buy |
+14,139
| New | +$382K | ﹤0.01% | 322 |
|