Bank of Montreal’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
8,640
+128
| +2% | +$11.7K | ﹤0.01% | 1776 |
|
|
2025
Q1 | $650K | Buy |
8,512
+1,619
| +23% | +$124K | ﹤0.01% | 1795 |
|
|
2024
Q4 | $450K | Buy |
6,893
+624
| +10% | +$40.7K | ﹤0.01% | 2024 |
|
|
2024
Q3 | $342K | Sell |
6,269
-72
| -1% | -$3.93K | ﹤0.01% | 2384 |
|
|
2024
Q2 | $319K | Buy |
6,341
+267
| +4% | +$13.4K | ﹤0.01% | 2427 |
|
|
2024
Q1 | $286K | Sell |
6,074
-117
| -2% | -$5.51K | ﹤0.01% | 2523 |
|
|
2023
Q4 | $305K | Buy |
6,191
+323
| +6% | +$15.9K | ﹤0.01% | 2454 |
|
|
2023
Q3 | $253K | Sell |
5,868
-115
| -2% | -$4.96K | ﹤0.01% | 2528 |
|
|
2023
Q2 | $240K | Sell |
5,983
-718
| -11% | -$28.8K | ﹤0.01% | 2733 |
|
|
2023
Q1 | $310K | Buy |
6,701
+1,283
| +24% | +$59.3K | ﹤0.01% | 2511 |
|
|
2022
Q4 | $234K | Sell |
5,418
-122
| -2% | -$5.28K | ﹤0.01% | 2663 |
|
|
2022
Q3 | $208 | Buy |
+5,540
| New | +$208 | ﹤0.01% | 2762 |
|
|
2022
Q2 | – | Sell |
-11,729
| Closed | -$394K | – | 3814 |
|
|
2022
Q1 | $394K | Buy |
11,729
+612
| +6% | +$20.6K | ﹤0.01% | 2563 |
|
|
2021
Q4 | $304K | Sell |
11,117
-293,661
| -96% | -$8.03M | ﹤0.01% | 2652 |
|
|
2021
Q3 | $8.92M | Sell |
304,778
-13,140
| -4% | -$385K | ﹤0.01% | 1242 |
|
|
2021
Q2 | $8.87M | Buy |
317,918
+88,098
| +38% | +$2.46M | ﹤0.01% | 1253 |
|
|
2021
Q1 | $6.71M | Sell |
229,820
-42,732
| -16% | -$1.25M | ﹤0.01% | 1082 |
|
|
2020
Q4 | $7.69M | Buy |
272,552
+10,132
| +4% | +$286K | 0.01% | 1010 |
|
|
2020
Q3 | $6.12M | Buy |
262,420
+189,785
| +261% | +$4.43M | 0.01% | 977 |
|
|
2020
Q2 | $1.78M | Buy |
72,635
+72,075
| +12,871% | +$1.76M | ﹤0.01% | 1468 |
|
|
2020
Q1 | $9K | Sell |
560
-4,379
| -89% | -$70.4K | ﹤0.01% | 3220 |
|
|
2019
Q4 | $107K | Buy |
4,939
+1,159
| +31% | +$25.1K | ﹤0.01% | 2957 |
|
|
2019
Q3 | $69K | Sell |
3,780
-707
| -16% | -$12.9K | ﹤0.01% | 3007 |
|
|
2019
Q2 | $78K | Buy |
4,487
+2,565
| +133% | +$44.6K | ﹤0.01% | 3033 |
|
|
2019
Q1 | $33K | Sell |
1,922
-78
| -4% | -$1.34K | ﹤0.01% | 3107 |
|
|
2018
Q4 | $33K | Buy |
2,000
+351
| +21% | +$5.79K | ﹤0.01% | 3115 |
|
|
2018
Q3 | $35K | Sell |
1,649
-7
| -0.4% | -$149 | ﹤0.01% | 3217 |
|
|
2018
Q2 | $39K | Buy |
1,656
+245
| +17% | +$5.77K | ﹤0.01% | 3191 |
|
|
2018
Q1 | $27K | Hold |
1,411
| – | – | ﹤0.01% | 3196 |
|
|
2017
Q4 | $26K | Sell |
1,411
-22
| -2% | -$405 | ﹤0.01% | 3195 |
|
|
2017
Q3 | $24K | Hold |
1,433
| – | – | ﹤0.01% | 3185 |
|
|
2017
Q2 | $24K | Hold |
1,433
| – | – | ﹤0.01% | 3166 |
|
|
2017
Q1 | $24K | Sell |
1,433
-50,247
| -97% | -$842K | ﹤0.01% | 3054 |
|
|
2016
Q4 | $944K | Buy |
51,680
+50,861
| +6,210% | +$929K | ﹤0.01% | 1741 |
|
|
2016
Q3 | $14K | Hold |
819
| – | – | ﹤0.01% | 3208 |
|
|
2016
Q2 | $10K | Hold |
819
| – | – | ﹤0.01% | 3313 |
|
|
2016
Q1 | $10K | Sell |
819
-489,994
| -100% | -$5.98M | ﹤0.01% | 3366 |
|
|
2015
Q4 | $7.3M | Sell |
490,813
-454,763
| -48% | -$6.76M | 0.01% | 820 |
|
|
2015
Q3 | $10.4M | Sell |
945,576
-11,882
| -1% | -$130K | 0.01% | 665 |
|
|
2015
Q2 | $14.1M | Sell |
957,458
-528,168
| -36% | -$7.8M | 0.02% | 621 |
|
|
2015
Q1 | $19.6M | Sell |
1,485,626
-39,595
| -3% | -$523K | 0.02% | 495 |
|
|
2014
Q4 | $13.9M | Buy |
1,525,221
+18,227
| +1% | +$167K | 0.02% | 598 |
|
|
2014
Q3 | $11.6M | Buy |
1,506,994
+51,239
| +4% | +$394K | 0.01% | 652 |
|
|
2014
Q2 | $12.9M | Buy |
+1,455,755
| New | +$12.9M | 0.01% | 611 |
|