Summit Securities 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 | $27K | Sell |
3,172
-13,828
| -81% | -$118K | 0.01% | 535 |
|
|
2025
Q1 | $105K | Buy |
+17,000
| New | +$105K | 0.02% | 131 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 807 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 789 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 696 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | – | – | 771 |
|
|
2023
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 749 |
|