Dean Investment Associates’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,438
| Closed | -$1.2M | – | 223 |
|
|
2022
Q4 | $1.2M | Sell |
28,438
-68,065
| -71% | -$2.88M | 0.2% | 168 |
|
|
2022
Q3 | $3.56M | Sell |
96,503
-21,267
| -18% | -$784K | 0.73% | 44 |
|
|
2022
Q2 | $4.09M | Sell |
117,770
-16,562
| -12% | -$575K | 0.8% | 30 |
|
|
2022
Q1 | $4.43M | Sell |
134,332
-39,850
| -23% | -$1.31M | 0.79% | 30 |
|
|
2021
Q4 | $4.74M | Buy |
174,182
+25,628
| +17% | +$698K | 0.84% | 27 |
|
|
2021
Q3 | $4.35M | Buy |
148,554
+6,723
| +5% | +$197K | 0.82% | 26 |
|
|
2021
Q2 | $3.82M | Buy |
141,831
+10,150
| +8% | +$274K | 0.71% | 34 |
|
|
2021
Q1 | $3.83M | Sell |
131,681
-20,466
| -13% | -$595K | 0.72% | 32 |
|
|
2020
Q4 | $3.92M | Buy |
152,147
+31,491
| +26% | +$810K | 0.81% | 28 |
|
|
2020
Q3 | $2.74M | Sell |
120,656
-198
| -0.2% | -$4.5K | 0.66% | 47 |
|
|
2020
Q2 | $2.95M | Buy |
+120,854
| New | +$2.95M | 0.71% | 38 |
|