Congress Asset Management’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-30,176
| Closed | -$2.03M | – | 370 |
|
|
2018
Q4 | $2.03M | Sell |
30,176
-2,784
| -8% | -$187K | 0.03% | 267 |
|
|
2018
Q3 | $3.44M | Buy |
32,960
+878
| +3% | +$91.5K | 0.04% | 233 |
|
|
2018
Q2 | $3.28M | Buy |
32,082
+1,961
| +7% | +$200K | 0.05% | 224 |
|
|
2018
Q1 | $2.87M | Buy |
30,121
+3,202
| +12% | +$305K | 0.04% | 236 |
|
|
2017
Q4 | $2.74M | Buy |
26,919
+1,930
| +8% | +$197K | 0.04% | 233 |
|
|
2017
Q3 | $2.65M | Buy |
24,989
+15,627
| +167% | +$1.66M | 0.04% | 232 |
|
|
2017
Q2 | $849K | Buy |
9,362
+1,523
| +19% | +$138K | 0.02% | 210 |
|
|
2017
Q1 | $785K | Buy |
7,839
+2,030
| +35% | +$203K | 0.02% | 199 |
|
|
2016
Q4 | $510K | Buy |
5,809
+3,134
| +117% | +$275K | 0.01% | 210 |
|
|
2016
Q3 | $248K | Buy |
+2,675
| New | +$248K | 0.01% | 219 |
|