Hantz Financial Services’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Sell
361
-41
-10% -$7.16K ﹤0.01% 885
2025
Q1
$73K Sell
402
-83
-17% -$15.1K ﹤0.01% 650
2024
Q4
$101K Sell
485
-49
-9% -$10.2K ﹤0.01% 611
2024
Q3
$115K Hold
534
﹤0.01% 603
2024
Q2
$107K Sell
534
-171
-24% -$34.3K ﹤0.01% 608
2024
Q1
$172K Sell
705
-65
-8% -$15.9K ﹤0.01% 574
2023
Q4
$167K Sell
770
-54,831
-99% -$11.9M ﹤0.01% 569
2023
Q3
$11.6M Buy
55,601
+1,087
+2% +$226K 0.29% 98
2023
Q2
$11.7M Buy
54,514
+547
+1% +$118K 0.29% 100
2023
Q1
$12.5M Buy
53,967
+2,181
+4% +$504K 0.34% 78
2022
Q4
$11.8M Buy
51,786
+2,713
+6% +$619K 0.36% 77
2022
Q3
$9.81M Buy
49,073
+112
+0.2% +$22.4K 0.34% 87
2022
Q2
$8.89M Buy
48,961
+742
+2% +$135K 0.3% 102
2022
Q1
$9.25M Buy
48,219
+3,457
+8% +$663K 0.27% 110
2021
Q4
$10.6M Buy
44,762
+2,973
+7% +$703K 0.3% 96
2021
Q3
$8.65M Buy
41,789
+5,655
+16% +$1.17M 0.28% 98
2021
Q2
$7.95M Buy
36,134
+1,467
+4% +$323K 0.29% 95
2021
Q1
$7.26M Buy
34,667
+1,257
+4% +$263K 0.3% 93
2020
Q4
$6.66M Buy
33,410
+1,105
+3% +$220K 0.3% 100
2020
Q3
$5.89M Buy
32,305
+1,022
+3% +$186K 0.3% 91
2020
Q2
$4.94M Buy
31,283
+632
+2% +$99.9K 0.28% 114
2020
Q1
$4.23M Buy
+30,651
New +$4.23M 0.29% 106