CAPTRUST Financial Advisors’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $785K | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $999K | Sell |
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|
2024
Q4 | $885K | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $509K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $31K | Hold |
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|
2018
Q1 | $26K | Buy |
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