Newbridge Financial Services Group’s Yext YEXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$978 Hold
115
﹤0.01% 1200
2025
Q1
$708 Hold
115
﹤0.01% 963
2024
Q4
$731 Buy
+115
New +$731 ﹤0.01% 1042
2021
Q4
Sell
-250
Closed -$3K 1560
2021
Q3
$3K Hold
250
﹤0.01% 1146
2021
Q2
$4K Hold
250
﹤0.01% 1187
2021
Q1
$4K Buy
+250
New +$4K ﹤0.01% 1092