IFP Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3K | Sell |
232
-137
| -37% | -$2.54K | ﹤0.01% | 3489 |
|
|
2025
Q1 | $2.27K | Sell |
369
-20
| -5% | -$123 | ﹤0.01% | 3103 |
|
|
2024
Q4 | $2.47K | Sell |
389
-1,980
| -84% | -$12.6K | ﹤0.01% | 3019 |
|
|
2024
Q3 | $16.4K | Hold |
2,369
| – | – | ﹤0.01% | 2229 |
|
|
2024
Q2 | $12.7K | Hold |
2,369
| – | – | ﹤0.01% | 2264 |
|
|
2024
Q1 | $14.3K | Hold |
2,369
| – | – | ﹤0.01% | 2116 |
|
|
2023
Q4 | $14K | Hold |
2,369
| – | – | ﹤0.01% | 2062 |
|
|
2023
Q3 | $15K | Buy |
2,369
+2,000
| +542% | +$12.7K | ﹤0.01% | 2081 |
|
|
2023
Q2 | $4.17K | Hold |
369
| – | – | ﹤0.01% | 2606 |
|
|
2023
Q1 | $6.27K | Sell |
369
-203
| -35% | -$3.45K | ﹤0.01% | 2484 |
|
|
2022
Q4 | $9K | Buy |
572
+93
| +19% | +$1.46K | ﹤0.01% | 3473 |
|
|
2022
Q3 | $8K | Hold |
479
| – | – | ﹤0.01% | 3815 |
|
|
2022
Q2 | $8K | Hold |
479
| – | – | ﹤0.01% | 3563 |
|
|
2022
Q1 | $8K | Buy |
+479
| New | +$8K | ﹤0.01% | 3563 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4677 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4474 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4343 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$2K | – | 4151 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2511 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2413 |
|
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2601 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$1K | – | 3469 |
|
|
2018
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3359 |
|
|
2018
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3552 |
|