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 |
|