Envestnet Asset Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
123,106
-26,921
| -18% | -$2.45M | ﹤0.01% | 1660 |
|
|
2025
Q1 | $11.5M | Buy |
150,027
+9,247
| +7% | +$706K | ﹤0.01% | 1571 |
|
|
2024
Q4 | $9.19M | Sell |
140,780
-3,189
| -2% | -$208K | ﹤0.01% | 1712 |
|
|
2024
Q3 | $7.86M | Sell |
143,969
-4,747
| -3% | -$259K | ﹤0.01% | 1807 |
|
|
2024
Q2 | $7.47M | Buy |
148,716
+9,409
| +7% | +$472K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $6.53M | Buy |
139,307
+15,923
| +13% | +$746K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $6.07M | Buy |
123,384
+20,908
| +20% | +$1.03M | ﹤0.01% | 1760 |
|
|
2023
Q3 | $4.41M | Buy |
102,476
+80,556
| +368% | +$3.47M | ﹤0.01% | 1882 |
|
|
2023
Q2 | $809K | Buy |
21,920
+5,812
| +36% | +$215K | ﹤0.01% | 2901 |
|
|
2023
Q1 | $741K | Buy |
16,108
+3,607
| +29% | +$166K | ﹤0.01% | 2880 |
|
|
2022
Q4 | $529K | Sell |
12,501
-560
| -4% | -$23.7K | ﹤0.01% | 3069 |
|
|
2022
Q3 | $481K | Sell |
13,061
-2,295
| -15% | -$84.5K | ﹤0.01% | 3040 |
|
|
2022
Q2 | $533K | Buy |
15,356
+6,347
| +70% | +$220K | ﹤0.01% | 3022 |
|
|
2022
Q1 | $297K | Buy |
+9,009
| New | +$297K | ﹤0.01% | 3455 |
|
|
2021
Q1 | – | Sell |
-7,781
| Closed | -$200K | – | 3569 |
|
|
2020
Q4 | $200K | Buy |
+7,781
| New | +$200K | ﹤0.01% | 3143 |
|
|
2020
Q3 | – | Sell |
-10,442
| Closed | -$255K | – | 3181 |
|
|
2020
Q2 | $255K | Buy |
+10,442
| New | +$255K | ﹤0.01% | 2761 |
|