Cerity Partners’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 | $874K | Sell |
5,584
-253
| -4% | -$39.6K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $942K | Sell |
5,837
-1,746
| -23% | -$282K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $1.39M | Sell |
7,583
-59
| -0.8% | -$10.8K | ﹤0.01% | 1268 |
|
|
2024
Q3 | $1.4M | Buy |
7,642
+963
| +14% | +$176K | ﹤0.01% | 1260 |
|
|
2024
Q2 | $1.08M | Sell |
6,679
-48,278
| -88% | -$7.78M | ﹤0.01% | 1191 |
|
|
2024
Q1 | $10M | Buy |
54,957
+16,512
| +43% | +$3.01M | 0.03% | 460 |
|
|
2023
Q4 | $6.09M | Buy |
+38,445
| New | +$6.09M | 0.02% | 483 |
|
|
2023
Q2 | – | Sell |
-69
| Closed | -$622K | – | 1934 |
|
|
2023
Q1 | $622K | Buy |
+69
| New | +$622K | ﹤0.01% | 1186 |
|
|
2017
Q4 | – | Sell |
-2,129
| Closed | -$226K | – | 594 |
|
|
2017
Q3 | $226K | Buy |
+2,129
| New | +$226K | 0.02% | 508 |
|