Affinity Investment Advisors’s StoneX SNEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,776
Closed -$383K 180
2023
Q4
$383K Sell
7,776
-5,648
-42% -$278K 0.26% 127
2023
Q3
$578K Buy
13,424
+68
+0.5% +$2.93K 0.37% 99
2023
Q2
$493K Buy
13,356
+58
+0.4% +$2.14K 0.29% 135
2023
Q1
$612K Buy
+13,298
New +$612K 0.33% 125