Creative Planning’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Buy |
|
|||||
|
2025
Q2 | $403K | Sell |
|
|||||
|
2025
Q1 | $531K | Sell |
|
|||||
|
2024
Q4 | $657K | Buy |
|
|||||
|
2024
Q3 | $502K | Buy |
|
|||||
|
2024
Q2 | $346K | Sell |
|
|||||
|
2024
Q1 | $442K | Buy |
|
|||||
|
2023
Q4 | $308K | Sell |
|
|||||
|
2023
Q3 | $305K | Buy |
|
|||||
|
2023
Q2 | $235K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $55K | Hold |
|
|||||
|
2017
Q1 | $61K | Sell |
|
|||||
|
2016
Q4 | $71K | Hold |
|
|||||
|
2016
Q3 | $75K | Buy |
|
|||||
|
2016
Q2 | $50K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $149K | Buy |
|
|||||
|
2014
Q3 | $114K | Buy |
|
|||||
|
2014
Q2 | $104K | Hold |
|
|||||
|
2014
Q1 | $75K | Hold |
|
|||||
|
2013
Q4 | $88K | Hold |
|
|||||
|
2013
Q3 | $83K | Sell |
|
|||||
|
2013
Q2 | $85K | Buy |
|