Creative Planning’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 | $403K | Sell |
2,575
-714
| -22% | -$112K | ﹤0.01% | 2639 |
|
|
2025
Q1 | $531K | Sell |
3,289
-225
| -6% | -$36.3K | ﹤0.01% | 2223 |
|
|
2024
Q4 | $657K | Buy |
3,514
+770
| +28% | +$144K | ﹤0.01% | 1968 |
|
|
2024
Q3 | $502K | Buy |
2,744
+597
| +28% | +$109K | ﹤0.01% | 2112 |
|
|
2024
Q2 | $346K | Sell |
2,147
-281
| -12% | -$45.3K | ﹤0.01% | 2228 |
|
|
2024
Q1 | $442K | Buy |
2,428
+481
| +25% | +$87.6K | ﹤0.01% | 1936 |
|
|
2023
Q4 | $308K | Sell |
1,947
-146
| -7% | -$23.1K | ﹤0.01% | 2065 |
|
|
2023
Q3 | $305K | Buy |
2,093
+434
| +26% | +$63.2K | ﹤0.01% | 1924 |
|
|
2023
Q2 | $235K | Buy |
+1,659
| New | +$235K | ﹤0.01% | 2087 |
|
|
2017
Q3 | – | Sell |
-606
| Closed | -$55K | – | 3405 |
|
|
2017
Q2 | $55K | Hold |
606
| – | – | ﹤0.01% | 2435 |
|
|
2017
Q1 | $61K | Sell |
606
-200
| -25% | -$20.1K | ﹤0.01% | 2312 |
|
|
2016
Q4 | $71K | Hold |
806
| – | – | ﹤0.01% | 2092 |
|
|
2016
Q3 | $75K | Buy |
806
+200
| +33% | +$18.6K | ﹤0.01% | 2040 |
|
|
2016
Q2 | $50K | Buy |
+606
| New | +$50K | ﹤0.01% | 2128 |
|
|
2015
Q1 | – | Sell |
-1,925
| Closed | -$149K | – | 4222 |
|
|
2014
Q4 | $149K | Buy |
1,925
+393
| +26% | +$30.4K | ﹤0.01% | 1305 |
|
|
2014
Q3 | $114K | Buy |
1,532
+132
| +9% | +$9.82K | ﹤0.01% | 1381 |
|
|
2014
Q2 | $104K | Hold |
1,400
| – | – | ﹤0.01% | 1397 |
|
|
2014
Q1 | $75K | Hold |
1,400
| – | – | ﹤0.01% | 1560 |
|
|
2013
Q4 | $88K | Hold |
1,400
| – | – | ﹤0.01% | 1282 |
|
|
2013
Q3 | $83K | Sell |
1,400
-202
| -13% | -$12K | ﹤0.01% | 1224 |
|
|
2013
Q2 | $85K | Buy |
+1,602
| New | +$85K | ﹤0.01% | 1079 |
|