Creative Planning’s ChampionX CHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.37M Sell
135,774
-40,389
-23% -$1M ﹤0.01% 963
2025
Q1
$5.25M Buy
176,163
+33,052
+23% +$985K ﹤0.01% 687
2024
Q4
$3.89M Sell
143,111
-3,396
-2% -$92.3K ﹤0.01% 766
2024
Q3
$4.42M Buy
146,507
+3,025
+2% +$91.2K ﹤0.01% 681
2024
Q2
$4.77M Buy
143,482
+7,069
+5% +$235K 0.01% 633
2024
Q1
$4.9M Buy
136,413
+20,236
+17% +$726K 0.01% 607
2023
Q4
$3.39M Buy
116,177
+5,096
+5% +$149K 0.01% 691
2023
Q3
$3.96M Buy
111,081
+4,863
+5% +$173K 0.01% 601
2023
Q2
$3.3M Buy
106,218
+3,158
+3% +$98K ﹤0.01% 645
2023
Q1
$2.8M Buy
103,060
+2,425
+2% +$65.8K ﹤0.01% 665
2022
Q4
$2.92M Buy
100,635
+1,114
+1% +$32.3K ﹤0.01% 625
2022
Q3
$1.95M Buy
99,521
+1,587
+2% +$31.1K ﹤0.01% 705
2022
Q2
$1.94M Buy
97,934
+803
+0.8% +$15.9K ﹤0.01% 726
2022
Q1
$2.38M Buy
97,131
+363
+0.4% +$8.89K ﹤0.01% 663
2021
Q4
$1.96M Sell
96,768
-24
-0% -$485 ﹤0.01% 694
2021
Q3
$2.16M Hold
96,792
﹤0.01% 660
2021
Q2
$2.48M Sell
96,792
-522
-0.5% -$13.4K ﹤0.01% 600
2021
Q1
$2.12M Sell
97,314
-150
-0.2% -$3.26K ﹤0.01% 694
2020
Q4
$1.49M Buy
97,464
+1,158
+1% +$17.7K ﹤0.01% 773
2020
Q3
$769K Sell
96,306
-97,206
-50% -$776K ﹤0.01% 901
2020
Q2
$1.89M Buy
193,512
+96,721
+100% +$944K 0.01% 509
2020
Q1
$557K Sell
96,791
-2,215
-2% -$12.7K ﹤0.01% 879
2019
Q4
$3.34M Buy
99,006
+998
+1% +$33.7K 0.01% 374
2019
Q3
$2.65M Sell
98,008
-541
-0.5% -$14.6K 0.01% 418
2019
Q2
$3.31M Buy
98,549
+305
+0.3% +$10.2K 0.01% 369
2019
Q1
$4.03M Sell
98,244
-197
-0.2% -$8.09K 0.01% 309
2018
Q4
$2.67M Buy
98,441
+221
+0.2% +$5.99K 0.01% 365
2018
Q3
$4.28M Sell
98,220
-19
-0% -$828 0.02% 302
2018
Q2
$4.1M Buy
+98,239
New +$4.1M 0.02% 301