Equitable Trust’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $519K | Sell |
6,435
-2
| -0% | -$152 | 0.02% | 316 |
|
|
2025
Q4 | $408K | Hold |
6,437
| – | – | 0.02% | 349 |
|
|
2025
Q3 | $433K | Sell |
6,437
-2,137
| -25% | -$136K | 0.02% | 340 |
|
|
2025
Q2 | $521K | Sell |
8,574
-143
| -2% | -$8.06K | 0.03% | 305 |
|
|
2025
Q1 | $444K | Sell |
8,717
-3,197
| -27% | -$161K | 0.02% | 327 |
|
|
2024
Q4 | $519K | Sell |
11,914
-7,717
| -39% | -$324K | 0.03% | 314 |
|
|
2024
Q3 | $714K | Sell |
19,631
-6,132
| -24% | -$217K | 0.05% | 248 |
|
|
2024
Q2 | $862K | Sell |
25,763
-5,703
| -18% | -$182K | 0.06% | 216 |
|
|
2024
Q1 | $983K | Hold |
31,466
| – | – | 0.07% | 199 |
|
|
2023
Q4 | $1.03M | Buy |
31,466
+2,998
| +11% | +$85.4K | 0.08% | 174 |
|
|
2023
Q3 | $818K | Hold |
28,468
| – | – | 0.07% | 188 |
|
|
2023
Q2 | $701K | Hold |
28,468
| – | – | 0.05% | 217 |
|
|
2023
Q1 | $873K | Hold |
28,468
| – | – | 0.07% | 183 |
|
|
2022
Q4 | $804K | Sell |
28,468
-3,055
| -10% | -$84.8K | 0.06% | 199 |
|
|
2022
Q3 | $775K | Sell |
31,523
-7,222
| -19% | -$185K | 0.06% | 193 |
|
|
2022
Q2 | $896K | Hold |
38,745
| – | – | 0.07% | 191 |
|
|
2022
Q1 | $852K | Hold |
38,745
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $703K | Hold |
38,745
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $757K | Sell |
38,745
-2,801
| -7% | -$54K | 0.05% | 201 |
|
|
2021
Q2 | $747K | Hold |
41,546
| – | – | 0.05% | 209 |
|
|
2021
Q1 | $805K | Sell |
41,546
-28,570
| -41% | -$517K | 0.06% | 191 |
|
|
2020
Q4 | $1.2M | Sell |
70,116
-23,253
| -25% | -$394K | 0.09% | 168 |
|
|
2020
Q3 | $1.42M | Sell |
93,369
-15,458
| -14% | -$254K | 0.12% | 138 |
|
|
2020
Q2 | $1.77M | Sell |
108,827
-8,961
| -8% | -$117K | 0.16% | 117 |
|
|
2020
Q1 | $1.26M | Hold |
117,788
| – | – | 0.14% | 131 |
|
|
2019
Q4 | $1.7M | Hold |
117,788
| – | – | 0.17% | 115 |
|
|
2019
Q3 | $1.43M | Hold |
117,788
| – | – | 0.15% | 115 |
|
|
2019
Q2 | $1.38M | Buy |
117,788
+14,513
| +14% | +$162K | 0.15% | 127 |
|
|
2019
Q1 | $1.19M | Buy |
103,275
+7,239
| +8% | +$85.7K | 0.14% | 138 |
|
|
2018
Q4 | $1.04M | Buy |
96,036
+31,624
| +49% | +$402K | 0.14% | 143 |
|
|
2018
Q3 | $922K | Buy |
64,412
+7,341
| +13% | +$117K | 0.11% | 158 |
|
|
2018
Q2 | $874K | Buy |
+57,071
| New | +$806K | 0.11% | 148 |
|
Other funds holding SNEX
VPM
VCM
AC