Envestnet Asset Management’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
108,939
-18,395
| -14% | -$3.08M | 0.01% | 1310 |
|
|
2025
Q1 | $16.4M | Sell |
127,334
-5,531
| -4% | -$712K | 0.01% | 1334 |
|
|
2024
Q4 | $19.3M | Sell |
132,865
-590
| -0.4% | -$85.9K | 0.01% | 1219 |
|
|
2024
Q3 | $21.3M | Buy |
133,455
+15,599
| +13% | +$2.49M | 0.01% | 1141 |
|
|
2024
Q2 | $16.8M | Buy |
117,856
+28,433
| +32% | +$4.04M | 0.01% | 1238 |
|
|
2024
Q1 | $11M | Sell |
89,423
-13,721
| -13% | -$1.69M | ﹤0.01% | 1469 |
|
|
2023
Q4 | $10.4M | Buy |
103,144
+6,688
| +7% | +$676K | ﹤0.01% | 1421 |
|
|
2023
Q3 | $7.85M | Buy |
96,456
+56,724
| +143% | +$4.62M | ﹤0.01% | 1528 |
|
|
2023
Q2 | $3.38M | Sell |
39,732
-3,219
| -7% | -$274K | ﹤0.01% | 1942 |
|
|
2023
Q1 | $3.03M | Sell |
42,951
-3,530
| -8% | -$249K | ﹤0.01% | 1937 |
|
|
2022
Q4 | $3.05M | Sell |
46,481
-2,233
| -5% | -$147K | ﹤0.01% | 1886 |
|
|
2022
Q3 | $2.69M | Buy |
48,714
+1,676
| +4% | +$92.5K | ﹤0.01% | 1897 |
|
|
2022
Q2 | $2.49M | Buy |
47,038
+18,347
| +64% | +$969K | ﹤0.01% | 1973 |
|
|
2022
Q1 | $1.42M | Sell |
28,691
-1,076
| -4% | -$53.2K | ﹤0.01% | 2406 |
|
|
2021
Q4 | $1.78M | Buy |
29,767
+1,123
| +4% | +$67K | ﹤0.01% | 2253 |
|
|
2021
Q3 | $1.53M | Buy |
28,644
+6,453
| +29% | +$345K | ﹤0.01% | 2271 |
|
|
2021
Q2 | $1.36M | Buy |
22,191
+390
| +2% | +$23.8K | ﹤0.01% | 2332 |
|
|
2021
Q1 | $1.27M | Buy |
21,801
+1,324
| +6% | +$77.1K | ﹤0.01% | 2224 |
|
|
2020
Q4 | $1.12M | Sell |
20,477
-881
| -4% | -$48.1K | ﹤0.01% | 2143 |
|
|
2020
Q3 | $991K | Buy |
21,358
+2,505
| +13% | +$116K | ﹤0.01% | 2020 |
|
|
2020
Q2 | $776K | Buy |
18,853
+705
| +4% | +$29K | ﹤0.01% | 2116 |
|
|
2020
Q1 | $592K | Buy |
18,148
+1,567
| +9% | +$51.1K | ﹤0.01% | 2127 |
|
|
2019
Q4 | $844K | Sell |
16,581
-37,295
| -69% | -$1.9M | ﹤0.01% | 2136 |
|
|
2019
Q3 | $2.16M | Sell |
53,876
-37,754
| -41% | -$1.51M | ﹤0.01% | 1508 |
|
|
2019
Q2 | $3.03M | Sell |
91,630
-2,315
| -2% | -$76.5K | ﹤0.01% | 1323 |
|
|
2019
Q1 | $3.27M | Sell |
93,945
-52,246
| -36% | -$1.82M | ﹤0.01% | 1223 |
|
|
2018
Q4 | $4.1M | Buy |
+146,191
| New | +$4.1M | 0.01% | 985 |
|
|
2018
Q3 | – | Sell |
-40,972
| Closed | -$1.44M | – | 2423 |
|
|
2018
Q2 | $1.44M | Hold |
40,972
| – | – | ﹤0.01% | 919 |
|
|
2018
Q1 | $1.33M | Hold |
40,972
| – | – | ﹤0.01% | 850 |
|
|
2017
Q4 | $1.29M | Sell |
40,972
-934
| -2% | -$29.3K | ﹤0.01% | 1098 |
|
|
2017
Q3 | $1.23M | Sell |
41,906
-2,062
| -5% | -$60.5K | ﹤0.01% | 1083 |
|
|
2017
Q2 | $1.11M | Sell |
43,968
-626
| -1% | -$15.7K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $1.08M | Sell |
44,594
-74,842
| -63% | -$1.82M | ﹤0.01% | 1193 |
|
|
2016
Q4 | $2.83M | Buy |
119,436
+31,740
| +36% | +$752K | 0.01% | 763 |
|
|
2016
Q3 | $1.77M | Sell |
87,696
-769,979
| -90% | -$15.5M | 0.01% | 1012 |
|
|
2016
Q2 | $12.7M | Buy |
857,675
+94,918
| +12% | +$1.41M | 0.05% | 317 |
|
|
2016
Q1 | $11.5M | Buy |
762,757
+509,210
| +201% | +$7.65M | 0.05% | 310 |
|
|
2015
Q4 | $2.37M | Buy |
253,547
+719
| +0.3% | +$6.71K | 0.01% | 889 |
|
|
2015
Q3 | $3.01M | Buy |
+252,828
| New | +$3.01M | 0.02% | 765 |
|
|
2015
Q2 | – | Sell |
-9,753
| Closed | -$208K | – | 2262 |
|
|
2015
Q1 | $208K | Buy |
9,753
+9,646
| +9,015% | +$206K | ﹤0.01% | 1945 |
|
|
2014
Q4 | $2K | Sell |
107
-5,504
| -98% | -$103K | ﹤0.01% | 2340 |
|
|
2014
Q3 | $133K | Buy |
5,611
+202
| +4% | +$4.79K | ﹤0.01% | 1210 |
|
|
2014
Q2 | $147K | Buy |
5,409
+942
| +21% | +$25.6K | ﹤0.01% | 1102 |
|
|
2014
Q1 | $111K | Buy |
4,467
+540
| +14% | +$13.4K | ﹤0.01% | 1114 |
|
|
2013
Q4 | $99K | Sell |
3,927
-32
| -0.8% | -$807 | ﹤0.01% | 1020 |
|
|
2013
Q3 | $84K | Sell |
3,959
-377
| -9% | -$8K | ﹤0.01% | 1034 |
|
|
2013
Q2 | $79K | Buy |
+4,336
| New | +$79K | ﹤0.01% | 1060 |
|