Cornerstone Planning Group’s StoneX SNEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582 Buy
6
+3
+100% +$291 ﹤0.01% 1253
2025
Q1
$251 Buy
+3
New +$251 ﹤0.01% 1444