Kelly Financial Services’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Buy |
681
+79
| +13% | +$24.6K | 0.06% | 112 |
|
2025
Q1 | $203K | Buy |
+602
| New | +$203K | 0.07% | 111 |
|
2024
Q3 | – | Sell |
-299
| Closed | -$78.2K | – | 652 |
|
2024
Q2 | $78.2K | Buy |
299
+97
| +48% | +$25.4K | 0.03% | 181 |
|
2024
Q1 | $59.9K | Buy |
202
+2
| +1% | +$593 | 0.02% | 198 |
|
2023
Q4 | $57.9K | Buy |
200
+46
| +30% | +$13.3K | 0.02% | 189 |
|
2023
Q3 | $39.2K | Sell |
154
-17
| -10% | -$4.32K | 0.02% | 214 |
|
2023
Q2 | $49.2K | Buy |
171
+101
| +144% | +$29K | 0.02% | 189 |
|
2023
Q1 | $17.4K | Buy |
70
+44
| +169% | +$10.9K | 0.01% | 288 |
|
2022
Q4 | $5.94K | Hold |
26
| – | – | ﹤0.01% | 381 |
|
2022
Q3 | $5.24K | Hold |
26
| – | – | ﹤0.01% | 391 |
|
2022
Q2 | $5.12K | Hold |
26
| – | – | ﹤0.01% | 398 |
|
2022
Q1 | $5.34K | Hold |
26
| – | – | ﹤0.01% | 422 |
|
2021
Q4 | $5.6K | Hold |
26
| – | – | ﹤0.01% | 422 |
|
2021
Q3 | $5.43K | Sell |
26
-6,007
| -100% | -$1.26M | ﹤0.01% | 406 |
|
2021
Q2 | $27K | Buy |
6,033
+6,007
| +23,104% | +$26.9K | ﹤0.01% | 524 |
|
2021
Q1 | $6K | Buy |
26
+1
| +4% | +$231 | ﹤0.01% | 378 |
|
2020
Q4 | $4.28K | Hold |
25
| – | – | ﹤0.01% | 382 |
|
2020
Q3 | $3.68K | Sell |
25
-74
| -75% | -$10.9K | ﹤0.01% | 369 |
|
2020
Q2 | $13.7K | Sell |
99
-9
| -8% | -$1.24K | 0.01% | 203 |
|
2020
Q1 | $11.8K | Buy |
108
+83
| +332% | +$9.03K | 0.01% | 193 |
|
2019
Q4 | $4.24K | Hold |
25
| – | – | ﹤0.01% | 326 |
|
2019
Q3 | $3.91K | Hold |
25
| – | – | ﹤0.01% | 321 |
|
2019
Q2 | $4.14K | Hold |
25
| – | – | ﹤0.01% | 305 |
|
2019
Q1 | $3.91K | Buy |
+25
| New | +$3.91K | ﹤0.01% | 317 |
|