Evergreen Capital 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
$389K Buy
4,273
+8
+0.2% +$729 0.01% 664
2025
Q1
$326K Buy
4,265
+75
+2% +$5.73K 0.01% 696
2024
Q4
$274K Buy
4,190
+173
+4% +$11.3K 0.01% 784
2024
Q3
$219K Buy
4,017
+16
+0.4% +$873 0.01% 891
2024
Q2
$201K Buy
+4,001
New +$201K 0.01% 870