Everence Capital Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,423
| Closed | -$296K | – | 1015 |
|
|
2024
Q3 | $296K | Hold |
5,423
| – | – | 0.02% | 595 |
|
|
2024
Q2 | $262 | Hold |
5,423
| – | – | 0.02% | 582 |
|
|
2024
Q1 | $254 | Hold |
5,423
| – | – | 0.02% | 627 |
|
|
2023
Q4 | $267K | Hold |
5,423
| – | – | 0.02% | 591 |
|
|
2023
Q3 | $234 | Buy |
+5,423
| New | +$234 | 0.02% | 613 |
|
|
2023
Q2 | – | Sell |
-5,423
| Closed | -$250 | – | 743 |
|
|
2023
Q1 | $250 | Hold |
5,423
| – | – | 0.02% | 605 |
|
|
2022
Q4 | $230 | Buy |
+5,423
| New | +$230 | 0.02% | 638 |
|
|
2021
Q2 | – | Sell |
-9,203
| Closed | -$267K | – | 746 |
|
|
2021
Q1 | $267K | Hold |
9,203
| – | – | 0.02% | 597 |
|
|
2020
Q4 | $237K | Hold |
9,203
| – | – | 0.02% | 597 |
|
|
2020
Q3 | $209K | Hold |
9,203
| – | – | 0.02% | 572 |
|
|
2020
Q2 | $209K | Buy |
+9,203
| New | +$209K | 0.02% | 571 |
|