LPL Financial’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,752
| Closed | -$271K | – | 4961 |
|
|
2023
Q4 | $271K | Sell |
5,752
-6,874
| -54% | -$324K | ﹤0.01% | 4111 |
|
|
2023
Q3 | $476K | Buy |
12,626
+3,396
| +37% | +$128K | ﹤0.01% | 3500 |
|
|
2023
Q2 | $419K | Sell |
9,230
-10,815
| -54% | -$491K | ﹤0.01% | 3546 |
|
|
2023
Q1 | $1.18M | Buy |
20,045
+11,579
| +137% | +$681K | ﹤0.01% | 2614 |
|
|
2022
Q4 | $429K | Sell |
8,466
-470
| -5% | -$23.8K | ﹤0.01% | 3379 |
|
|
2022
Q3 | $499K | Buy |
8,936
+711
| +9% | +$39.7K | ﹤0.01% | 3144 |
|
|
2022
Q2 | $398K | Sell |
8,225
-1,502
| -15% | -$72.7K | ﹤0.01% | 3374 |
|
|
2022
Q1 | $696K | Sell |
9,727
-960
| -9% | -$68.7K | ﹤0.01% | 2915 |
|
|
2021
Q4 | $647K | Sell |
10,687
-5,418
| -34% | -$328K | ﹤0.01% | 3047 |
|
|
2021
Q3 | $1.18M | Sell |
16,105
-36,308
| -69% | -$2.65M | ﹤0.01% | 2475 |
|
|
2021
Q2 | $4.51M | Buy |
52,413
+7,156
| +16% | +$616K | ﹤0.01% | 1413 |
|
|
2021
Q1 | $3.76M | Sell |
45,257
-9,547
| -17% | -$792K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $6.68M | Buy |
54,804
+11,053
| +25% | +$1.35M | 0.01% | 953 |
|
|
2020
Q3 | $4.97M | Buy |
43,751
+13,625
| +45% | +$1.55M | 0.01% | 962 |
|
|
2020
Q2 | $4.95M | Buy |
30,126
+2,188
| +8% | +$359K | 0.01% | 886 |
|
|
2020
Q1 | $2.66M | Buy |
27,938
+5,659
| +25% | +$539K | 0.01% | 1031 |
|
|
2019
Q4 | $2.23M | Buy |
22,279
+13,136
| +144% | +$1.31M | ﹤0.01% | 1283 |
|
|
2019
Q3 | $982K | Sell |
9,143
-3,255
| -26% | -$350K | ﹤0.01% | 1756 |
|
|
2019
Q2 | $1.35M | Buy |
12,398
+7,125
| +135% | +$778K | ﹤0.01% | 1508 |
|
|
2019
Q1 | $442K | Buy |
+5,273
| New | +$442K | ﹤0.01% | 2318 |
|
|
2018
Q4 | – | Sell |
-3,909
| Closed | -$224K | – | 3251 |
|
|
2018
Q3 | $224K | Buy |
+3,909
| New | +$224K | ﹤0.01% | 2897 |
|