EverSource Wealth Advisors’s StoneX SNEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Sell |
238
-209
| -47% | -$19K | ﹤0.01% | 2220 |
|
|
2025
Q1 | $34.1K | Buy |
447
+49
| +12% | +$3.74K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $26K | Sell |
398
-70
| -15% | -$4.57K | ﹤0.01% | 1493 |
|
|
2024
Q3 | $25.5K | Hold |
468
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q2 | $26K | Hold |
468
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q1 | $22.7K | Buy |
468
+373
| +393% | +$18.1K | ﹤0.01% | 1304 |
|
|
2023
Q4 | $4.65K | Hold |
95
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q3 | $4.07K | Hold |
95
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q2 | $3.49K | Hold |
95
| – | – | ﹤0.01% | 1870 |
|
|
2023
Q1 | $4.35K | Sell |
95
-56
| -37% | -$2.56K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $6.39K | Buy |
151
+56
| +59% | +$2.37K | ﹤0.01% | 1504 |
|
|
2022
Q3 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 1578 |
|