Corient Private Wealth’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
+5,520
| New | +$292K | ﹤0.01% | 2091 |
|
|
2024
Q2 | – | Sell |
-3,858
| Closed | -$255K | – | 2324 |
|
|
2024
Q1 | $255K | Sell |
3,858
-5,430
| -58% | -$360K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $912K | Buy |
9,288
+3,043
| +49% | +$299K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $501K | Buy |
6,245
+255
| +4% | +$20.4K | ﹤0.01% | 1494 |
|
|
2023
Q2 | $484K | Sell |
5,990
-1,697
| -22% | -$137K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $934K | Buy |
7,687
+29
| +0.4% | +$3.53K | ﹤0.01% | 1106 |
|
|
2022
Q4 | $1.02M | Buy |
+7,658
| New | +$1.02M | ﹤0.01% | 904 |
|