AE Wealth Management’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
2,066
+139
| +7% | +$21.8K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $311K | Sell |
1,927
-98
| -5% | -$15.8K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $379K | Buy |
+2,025
| New | +$379K | ﹤0.01% | 999 |
|
|
2024
Q1 | – | Sell |
-1,924
| Closed | -$282K | – | 1887 |
|
|
2023
Q4 | $282K | Buy |
1,924
+345
| +22% | +$50.6K | ﹤0.01% | 1733 |
|
|
2023
Q3 | $230K | Buy |
+1,579
| New | +$230K | ﹤0.01% | 1725 |
|