Regal Investment Advisors’s Concentrix CNXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,068
Closed -$257K 511
2024
Q2
$257K Sell
4,068
-409
-9% -$25.9K 0.02% 491
2024
Q1
$296K Sell
4,477
-265
-6% -$17.6K 0.02% 466
2023
Q4
$466K Buy
4,742
+17
+0.4% +$1.67K 0.04% 338
2023
Q3
$379K Buy
4,725
+16
+0.3% +$1.28K 0.03% 342
2023
Q2
$380K Buy
4,709
+15
+0.3% +$1.21K 0.03% 342
2023
Q1
$571K Buy
4,694
+1,117
+31% +$136K 0.05% 268
2022
Q4
$476K Buy
3,577
+8
+0.2% +$1.07K 0.05% 284
2022
Q3
$398K Buy
3,569
+6
+0.2% +$669 0.04% 304
2022
Q2
$483K Buy
3,563
+7
+0.2% +$949 0.05% 281
2022
Q1
$592K Buy
3,556
+4
+0.1% +$666 0.05% 285
2021
Q4
$634K Buy
3,552
+5
+0.1% +$892 0.06% 301
2021
Q3
$628K Sell
3,547
-86
-2% -$15.2K 0.06% 302
2021
Q2
$584K Buy
+3,633
New +$584K 0.06% 306
2021
Q1
Sell
-3,633
Closed -$359K 86
2020
Q4
$359K Buy
+3,633
New +$359K 0.04% 329