Creative Planning’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+4,749
| New | +$251K | ﹤0.01% | 3044 |
|
|
2024
Q3 | – | Sell |
-3,432
| Closed | -$217K | – | 3200 |
|
|
2024
Q2 | $217K | Sell |
3,432
-15
| -0.4% | -$949 | ﹤0.01% | 2606 |
|
|
2024
Q1 | $228K | Sell |
3,447
-183
| -5% | -$12.1K | ﹤0.01% | 2466 |
|
|
2023
Q4 | $356K | Sell |
3,630
-947
| -21% | -$93K | ﹤0.01% | 1960 |
|
|
2023
Q3 | $367K | Buy |
4,577
+2,037
| +80% | +$163K | ﹤0.01% | 1771 |
|
|
2023
Q2 | $205K | Buy |
2,540
+737
| +41% | +$59.5K | ﹤0.01% | 2189 |
|
|
2023
Q1 | $219K | Sell |
1,803
-135
| -7% | -$16.4K | ﹤0.01% | 2048 |
|
|
2022
Q4 | $258K | Sell |
1,938
-150
| -7% | -$20K | ﹤0.01% | 1818 |
|
|
2022
Q3 | $233K | Buy |
2,088
+409
| +24% | +$45.6K | ﹤0.01% | 1793 |
|
|
2022
Q2 | $228K | Sell |
1,679
-15
| -0.9% | -$2.04K | ﹤0.01% | 1791 |
|
|
2022
Q1 | $282K | Sell |
1,694
-17
| -1% | -$2.83K | ﹤0.01% | 1668 |
|
|
2021
Q4 | $306K | Sell |
1,711
-41
| -2% | -$7.33K | ﹤0.01% | 1605 |
|
|
2021
Q3 | $310K | Buy |
1,752
+103
| +6% | +$18.2K | ﹤0.01% | 1571 |
|
|
2021
Q2 | $265K | Sell |
1,649
-448
| -21% | -$72K | ﹤0.01% | 1622 |
|
|
2021
Q1 | $314K | Sell |
2,097
-115
| -5% | -$17.2K | ﹤0.01% | 1746 |
|
|
2020
Q4 | $218K | Buy |
+2,212
| New | +$218K | ﹤0.01% | 1802 |
|