Creative Planning’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
22,335
+5,838
| +35% | +$532K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $1.26M | Buy |
16,497
+7,606
| +86% | +$581K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $581K | Buy |
8,891
+3,132
| +54% | +$205K | ﹤0.01% | 2082 |
|
|
2024
Q3 | $314K | Buy |
5,759
+1,001
| +21% | +$54.6K | ﹤0.01% | 2477 |
|
|
2024
Q2 | $239K | Buy |
+4,758
| New | +$239K | ﹤0.01% | 2529 |
|
|
2023
Q2 | – | Sell |
-45
| Closed | -$2.07K | – | 2675 |
|
|
2023
Q1 | $2.07K | Buy |
+45
| New | +$2.07K | ﹤0.01% | 2441 |
|
|
2020
Q4 | – | Sell |
-14,308
| Closed | -$325K | – | 2175 |
|
|
2020
Q3 | $325K | Sell |
14,308
-1,471
| -9% | -$33.4K | ﹤0.01% | 1352 |
|
|
2020
Q2 | $386K | Hold |
15,779
| – | – | ﹤0.01% | 1157 |
|
|
2020
Q1 | $254K | Buy |
15,779
+4,938
| +46% | +$79.5K | ﹤0.01% | 1242 |
|
|
2019
Q4 | $235K | Buy |
+10,841
| New | +$235K | ﹤0.01% | 1539 |
|
|
2017
Q3 | – | Sell |
-4,316
| Closed | -$72K | – | 3344 |
|
|
2017
Q2 | $72K | Buy |
4,316
+619
| +17% | +$10.3K | ﹤0.01% | 2212 |
|
|
2017
Q1 | $62K | Sell |
3,697
-2,677
| -42% | -$44.9K | ﹤0.01% | 2300 |
|
|
2016
Q4 | $112K | Sell |
6,374
-990
| -13% | -$17.4K | ﹤0.01% | 1781 |
|
|
2016
Q3 | $127K | Buy |
7,364
+4,038
| +121% | +$69.6K | ﹤0.01% | 1670 |
|
|
2016
Q2 | $40K | Buy |
3,326
+1,013
| +44% | +$12.2K | ﹤0.01% | 2286 |
|
|
2016
Q1 | $27K | Buy |
2,313
+1,125
| +95% | +$13.1K | ﹤0.01% | 2531 |
|
|
2015
Q4 | $18K | Sell |
1,188
-538
| -31% | -$8.15K | ﹤0.01% | 2890 |
|
|
2015
Q3 | $19K | Buy |
+1,726
| New | +$19K | ﹤0.01% | 2748 |
|
|
2015
Q2 | – | Sell |
-1,186
| Closed | -$16K | – | 2600 |
|
|
2015
Q1 | $16K | Buy |
1,186
+988
| +499% | +$13.3K | ﹤0.01% | 2854 |
|
|
2014
Q4 | $2K | Hold |
198
| – | – | ﹤0.01% | 3743 |
|
|
2014
Q3 | $2K | Sell |
198
-4,646
| -96% | -$46.9K | ﹤0.01% | 3595 |
|
|
2014
Q2 | $43K | Hold |
4,844
| – | – | ﹤0.01% | 1943 |
|
|
2014
Q1 | $40K | Hold |
4,844
| – | – | ﹤0.01% | 1933 |
|
|
2013
Q4 | $40K | Hold |
4,844
| – | – | ﹤0.01% | 1756 |
|
|
2013
Q3 | $44K | Hold |
4,844
| – | – | ﹤0.01% | 1590 |
|
|
2013
Q2 | $38K | Buy |
+4,844
| New | +$38K | ﹤0.01% | 1529 |
|