Corient Private Wealth’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 | $344K | Buy |
+2,198
| New | +$344K | ﹤0.01% | 2005 |
|
|
2025
Q1 | – | Sell |
-1,117
| Closed | -$209K | – | 2427 |
|
|
2024
Q4 | $209K | Sell |
1,117
-1
| -0.1% | -$187 | ﹤0.01% | 2091 |
|
|
2024
Q3 | $204K | Buy |
+1,118
| New | +$204K | ﹤0.01% | 2189 |
|
|
2024
Q2 | – | Sell |
-1,418
| Closed | -$258K | – | 2379 |
|
|
2024
Q1 | $258K | Sell |
1,418
-44
| -3% | -$8.02K | ﹤0.01% | 1970 |
|
|
2023
Q4 | $232K | Buy |
+1,462
| New | +$232K | ﹤0.01% | 1998 |
|