Steward Partners Investment Advisory’s ChampionX CHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.7K | Sell |
1,559
-57
| -4% | -$1.42K | ﹤0.01% | 2599 |
|
2025
Q1 | $48.2K | Hold |
1,616
| – | – | ﹤0.01% | 2400 |
|
2024
Q4 | $43.9K | Sell |
1,616
-89
| -5% | -$2.42K | ﹤0.01% | 2405 |
|
2024
Q3 | $51.4K | Sell |
1,705
-119
| -7% | -$3.59K | ﹤0.01% | 2223 |
|
2024
Q2 | $60.6K | Sell |
1,824
-579
| -24% | -$19.2K | ﹤0.01% | 2012 |
|
2024
Q1 | $86.2K | Buy |
2,403
+695
| +41% | +$24.9K | ﹤0.01% | 1841 |
|
2023
Q4 | $49.9K | Buy |
1,708
+28
| +2% | +$818 | ﹤0.01% | 1998 |
|
2023
Q3 | $59.8K | Hold |
1,680
| – | – | ﹤0.01% | 1826 |
|
2023
Q2 | $52.1K | Buy |
1,680
+145
| +9% | +$4.5K | ﹤0.01% | 1862 |
|
2023
Q1 | $41.6K | Hold |
1,535
| – | – | ﹤0.01% | 1938 |
|
2022
Q4 | $44.5K | Hold |
1,535
| – | – | ﹤0.01% | 1884 |
|
2022
Q3 | $30K | Hold |
1,535
| – | – | ﹤0.01% | 2019 |
|
2022
Q2 | $30K | Hold |
1,535
| – | – | ﹤0.01% | 2030 |
|
2022
Q1 | $38K | Hold |
1,535
| – | – | ﹤0.01% | 2054 |
|
2021
Q4 | $31K | Sell |
1,535
-47
| -3% | -$949 | ﹤0.01% | 2117 |
|
2021
Q3 | $35K | Hold |
1,582
| – | – | ﹤0.01% | 2048 |
|
2021
Q2 | $41K | Sell |
1,582
-163
| -9% | -$4.22K | ﹤0.01% | 3724 |
|
2021
Q1 | $37.9K | Hold |
1,745
| – | – | ﹤0.01% | 2132 |
|
2020
Q4 | $27K | Hold |
1,745
| – | – | ﹤0.01% | 1949 |
|
2020
Q3 | $14K | Buy |
1,745
+998
| +134% | +$8.01K | ﹤0.01% | 2006 |
|
2020
Q2 | $7K | Buy |
747
+247
| +49% | +$2.32K | ﹤0.01% | 2150 |
|
2020
Q1 | $2K | Sell |
500
-97
| -16% | -$388 | ﹤0.01% | 2269 |
|
2019
Q4 | $20K | Sell |
597
-276
| -32% | -$9.25K | ﹤0.01% | 1767 |
|
2019
Q3 | $23K | Sell |
873
-200
| -19% | -$5.27K | ﹤0.01% | 1674 |
|
2019
Q2 | $35K | Buy |
+1,073
| New | +$35K | ﹤0.01% | 1458 |
|
2018
Q4 | – | Sell |
-1,003
| Closed | -$44K | – | 982 |
|
2018
Q3 | $44K | Buy |
1,003
+353
| +54% | +$15.5K | ﹤0.01% | 1242 |
|
2018
Q2 | $27K | Buy |
+650
| New | +$27K | ﹤0.01% | 1343 |
|