Envestnet Asset Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13M | Buy |
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|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $9.19M | Sell |
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|
2024
Q3 | $7.86M | Sell |
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|
2024
Q2 | $7.47M | Buy |
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|
2024
Q1 | $6.53M | Buy |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $4.41M | Buy |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $741K | Buy |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $255K | Buy |
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