Guggenheim Capital’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 | $200K | Sell |
2,481
-16,472
| -87% | -$1.25M | ﹤0.01% | 1526 |
|
|
2025
Q4 | $1.2M | Buy |
+18,953
| New | +$1.19M | 0.01% | 852 |
|
|
2024
Q1 | – | Sell |
-7,013
| Closed | -$230K | – | 1936 |
|
|
2023
Q4 | $230K | Buy |
+7,013
| New | +$200K | ﹤0.01% | 1766 |
|
|
2023
Q1 | – | Sell |
-10,783
| Closed | -$304K | – | 2007 |
|
|
2022
Q4 | $304K | Buy |
10,783
+1,272
| +13% | +$35.3K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $234K | Sell |
9,511
-12,710
| -57% | -$326K | ﹤0.01% | 1741 |
|
|
2022
Q2 | $514K | Buy |
22,221
+1,549
| +7% | +$33.6K | ﹤0.01% | 1568 |
|
|
2022
Q1 | $455K | Buy |
20,672
+6,369
| +45% | +$133K | ﹤0.01% | 1714 |
|
|
2021
Q4 | $260K | Buy |
14,303
+702
| +5% | +$13.8K | ﹤0.01% | 1940 |
|
|
2021
Q3 | $266K | Sell |
13,601
-12,481
| -48% | -$241K | ﹤0.01% | 1958 |
|
|
2021
Q2 | $469K | Sell |
26,082
-2,666
| -9% | -$51.7K | ﹤0.01% | 1855 |
|
|
2021
Q1 | $557K | Sell |
28,748
-27,007
| -48% | -$488K | ﹤0.01% | 1668 |
|
|
2020
Q4 | $957K | Buy |
55,755
+36,879
| +195% | +$625K | 0.01% | 1363 |
|
|
2020
Q3 | $286K | Buy |
+18,876
| New | +$310K | ﹤0.01% | 1655 |
|
|
2020
Q1 | – | Sell |
-17,975
| Closed | -$260K | – | 1995 |
|
|
2019
Q4 | $260K | Sell |
17,975
-11,489
| -39% | -$143K | ﹤0.01% | 1895 |
|
|
2019
Q3 | $358K | Buy |
+29,464
| New | +$347K | ﹤0.01% | 1775 |
|
|
2018
Q4 | – | Sell |
-24,820
| Closed | -$355K | – | 2354 |
|
|
2018
Q3 | $355K | Buy |
24,820
+5,501
| +28% | +$87.9K | ﹤0.01% | 2145 |
|
|
2018
Q2 | $296K | Sell |
19,319
-109,036
| -85% | -$1.54M | ﹤0.01% | 2195 |
|
|
2018
Q1 | $1.62M | Sell |
128,355
-22,072
| -15% | -$278K | ﹤0.01% | 1791 |
|
|
2017
Q4 | $1.9M | Sell |
150,427
-36,049
| -19% | -$445K | ﹤0.01% | 1712 |
|
|
2017
Q3 | $2.12M | Buy |
186,476
+32,822
| +21% | +$360K | 0.01% | 1619 |
|
|
2017
Q2 | $1.72M | Sell |
153,654
-53,878
| -26% | -$581K | ﹤0.01% | 1739 |
|
|
2017
Q1 | $2.33M | Sell |
207,532
-49,241
| -19% | -$548K | 0.01% | 1549 |
|
|
2016
Q4 | $3.01M | Buy |
256,773
+90,510
| +54% | +$1.05M | 0.01% | 1362 |
|
|
2016
Q3 | $1.91M | Sell |
166,263
-1,529
| -0.9% | -$15.2K | 0.01% | 1648 |
|
|
2016
Q2 | $1.36M | Buy |
167,792
+5,272
| +3% | +$42.1K | ﹤0.01% | 1827 |
|
|
2016
Q1 | $1.29M | Buy |
162,520
+33,534
| +26% | +$271K | ﹤0.01% | 1883 |
|
|
2015
Q4 | $1.28M | Buy |
+128,986
| New | +$1.23M | ﹤0.01% | 1955 |
|
Other funds holding SNEX
VPM
VCM
AC