Diversified Trust’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $751K | Sell |
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|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $819K | Buy |
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|
2022
Q3 | $505K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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