LPL Financial’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $519K | Buy |
33,234
+305
| +0.9% | +$4.76K | ﹤0.01% | 4286 |
|
2025
Q1 | $591K | Buy |
32,929
+12,293
| +60% | +$221K | ﹤0.01% | 3960 |
|
2024
Q4 | $288K | Buy |
+20,636
| New | +$288K | ﹤0.01% | 4464 |
|
2024
Q1 | – | Sell |
-9,056
| Closed | -$211K | – | 4946 |
|
2023
Q4 | $211K | Buy |
9,056
+1,146
| +14% | +$26.7K | ﹤0.01% | 4292 |
|
2023
Q3 | $223K | Sell |
7,910
-4,333
| -35% | -$122K | ﹤0.01% | 4107 |
|
2023
Q2 | $285K | Buy |
12,243
+856
| +8% | +$19.9K | ﹤0.01% | 3847 |
|
2023
Q1 | $327K | Buy |
11,387
+544
| +5% | +$15.6K | ﹤0.01% | 3650 |
|
2022
Q4 | $295K | Sell |
10,843
-1,172
| -10% | -$31.8K | ﹤0.01% | 3640 |
|
2022
Q3 | $235K | Buy |
12,015
+718
| +6% | +$14K | ﹤0.01% | 3768 |
|
2022
Q2 | $291K | Buy |
11,297
+3,634
| +47% | +$93.6K | ﹤0.01% | 3626 |
|
2022
Q1 | $286K | Buy |
+7,663
| New | +$286K | ﹤0.01% | 3581 |
|
2019
Q4 | – | Sell |
-15,038
| Closed | -$755K | – | 3411 |
|
2019
Q3 | $755K | Buy |
+15,038
| New | +$755K | ﹤0.01% | 1929 |
|
2013
Q3 | – | Sell |
-2,465
| Closed | -$223K | – | 2591 |
|
2013
Q2 | $223K | Buy |
+2,465
| New | +$223K | ﹤0.01% | 2124 |
|