EverSource Wealth Advisors’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.2K | Sell |
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|
2025
Q2 | $21.7K | Sell |
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|
2025
Q1 | $34.1K | Buy |
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|
2024
Q4 | $26K | Sell |
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|
2024
Q3 | $25.5K | Hold |
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|
2024
Q2 | $26K | Hold |
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|
2024
Q1 | $22.7K | Buy |
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|
2023
Q4 | $4.65K | Hold |
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|
2023
Q3 | $4.07K | Hold |
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|
2023
Q2 | $3.49K | Hold |
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|
2023
Q1 | $4.35K | Sell |
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|
2022
Q4 | $6.39K | Buy |
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|
2022
Q3 | $3K | Buy |
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