CIP
Convergence Investment Partners’s StoneX SNEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
22,144
-595
| -3% | -$54.2K | 0.51% | 54 |
|
|
2025
Q1 | $1.74M | Sell |
22,739
-243
| -1% | -$18.6K | 0.48% | 61 |
|
|
2024
Q4 | $2.25M | Buy |
22,982
+1,488
| +7% | +$146K | 0.5% | 57 |
|
|
2024
Q3 | $1.76M | Buy |
21,494
+5,970
| +38% | +$489K | 0.47% | 61 |
|
|
2024
Q2 | $1.17M | Buy |
+15,524
| New | +$1.17M | 0.34% | 87 |
|
|
2024
Q1 | – | Sell |
-3,584
| Closed | -$265K | – | 266 |
|
|
2023
Q4 | $265K | Buy |
+3,584
| New | +$265K | 0.14% | 150 |
|
|
2023
Q2 | – | Sell |
-2,468
| Closed | -$256K | – | 197 |
|
|
2023
Q1 | $256K | Sell |
2,468
-911
| -27% | -$94.5K | 0.15% | 142 |
|
|
2022
Q4 | $322K | Buy |
+3,379
| New | +$322K | 0.19% | 119 |
|
|
2019
Q4 | – | Sell |
-3,186
| Closed | -$131K | – | 308 |
|
|
2019
Q3 | $131K | Buy |
+3,186
| New | +$131K | 0.04% | 270 |
|
|
2018
Q2 | – | Sell |
-439
| Closed | -$19K | – | 804 |
|
|
2018
Q1 | $19K | Buy |
+439
| New | +$19K | ﹤0.01% | 607 |
|