Concurrent Investment Advisors’s StoneX SNEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
5,471
+285
+5% +$26K 0.01% 842
2025
Q1
$396K Buy
+5,186
New +$396K 0.01% 810