Plante Moran Financial Advisors’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,022
| Closed | -$30.5K | – | 793 |
|
|
2025
Q1 | $30.5K | Hold |
1,022
| – | – | ﹤0.01% | 422 |
|
|
2024
Q4 | $27.8K | Hold |
1,022
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $30.8K | Hold |
1,022
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $33.9K | Hold |
1,022
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $36.7K | Hold |
1,022
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $29.9K | Hold |
1,022
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $36.4K | Hold |
1,022
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $31.7K | Hold |
1,022
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $27.7K | Hold |
1,022
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $29.6K | Hold |
1,022
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $20K | Sell |
1,022
-25
| -2% | -$489 | ﹤0.01% | 459 |
|
|
2022
Q2 | $21K | Buy |
1,047
+25
| +2% | +$501 | ﹤0.01% | 452 |
|
|
2022
Q1 | $25K | Hold |
1,022
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $21K | Hold |
1,022
| – | – | ﹤0.01% | 544 |
|
|
2021
Q3 | $23K | Hold |
1,022
| – | – | 0.01% | 530 |
|
|
2021
Q2 | $26K | Sell |
1,022
-294
| -22% | -$7.48K | 0.01% | 503 |
|
|
2021
Q1 | $29K | Buy |
1,316
+294
| +29% | +$6.48K | 0.01% | 466 |
|
|
2020
Q4 | $16K | Hold |
1,022
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $8K | Hold |
1,022
| – | – | ﹤0.01% | 628 |
|
|
2020
Q2 | $10K | Hold |
1,022
| – | – | ﹤0.01% | 517 |
|
|
2020
Q1 | $6K | Hold |
1,022
| – | – | ﹤0.01% | 545 |
|
|
2019
Q4 | $35K | Hold |
1,022
| – | – | 0.01% | 371 |
|
|
2019
Q3 | $28K | Hold |
1,022
| – | – | 0.01% | 427 |
|
|
2019
Q2 | $34K | Hold |
1,022
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $42K | Hold |
1,022
| – | – | 0.01% | 367 |
|
|
2018
Q4 | $28K | Hold |
1,022
| – | – | 0.01% | 381 |
|
|
2018
Q3 | $45K | Hold |
1,022
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $43K | Buy |
+1,022
| New | +$43K | 0.02% | 355 |
|