Creative Planning’s Concentrix CNXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$511K Buy
2025
Q2
$251K Buy
2024
Q3
Sell
2024
Q2
$217K Sell
2024
Q1
$228K Sell
2023
Q4
$356K Sell
2023
Q3
$367K Buy
2023
Q2
$205K Buy
2023
Q1
$219K Sell
2022
Q4
$258K Sell
2022
Q3
$233K Buy
2022
Q2
$228K Sell
2022
Q1
$282K Sell
2021
Q4
$306K Sell
2021
Q3
$310K Buy
2021
Q2
$265K Sell
2021
Q1
$314K Sell
2020
Q4
$218K Buy