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