Kennedy Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
12,114
-37,567
| -76% | -$6.6M | 0.05% | 434 |
|
|
2025
Q1 | $8.99M | Sell |
49,681
-4,518
| -8% | -$818K | 0.21% | 162 |
|
|
2024
Q4 | $11.3M | Sell |
54,199
-1,606
| -3% | -$336K | 0.25% | 117 |
|
|
2024
Q3 | $12M | Sell |
55,805
-8,466
| -13% | -$1.82M | 0.26% | 102 |
|
|
2024
Q2 | $12.9M | Buy |
64,271
+3,837
| +6% | +$772K | 0.28% | 103 |
|
|
2024
Q1 | $14.7M | Buy |
60,434
+8,877
| +17% | +$2.17M | 0.3% | 88 |
|
|
2023
Q4 | $11.2M | Buy |
51,557
+3,829
| +8% | +$831K | 0.24% | 137 |
|
|
2023
Q3 | $9.93M | Buy |
47,728
+3,144
| +7% | +$654K | 0.24% | 139 |
|
|
2023
Q2 | $9.6M | Buy |
44,584
+14,277
| +47% | +$3.07M | 0.22% | 154 |
|
|
2023
Q1 | $7M | Buy |
30,307
+5,200
| +21% | +$1.2M | 0.21% | 174 |
|
|
2022
Q4 | $5.73M | Sell |
25,107
-341
| -1% | -$77.9K | 0.16% | 224 |
|
|
2022
Q3 | $5.09M | Buy |
25,448
+571
| +2% | +$114K | 0.15% | 243 |
|
|
2022
Q2 | $4.52M | Sell |
24,877
-403
| -2% | -$73.2K | 0.13% | 288 |
|
|
2022
Q1 | $4.85M | Buy |
25,280
+1,374
| +6% | +$263K | 0.11% | 315 |
|
|
2021
Q4 | $5.65M | Sell |
23,906
-828
| -3% | -$196K | 0.12% | 318 |
|
|
2021
Q3 | $5.12M | Sell |
24,734
-1,359
| -5% | -$281K | 0.11% | 336 |
|
|
2021
Q2 | $5.74M | Sell |
26,093
-449
| -2% | -$98.8K | 0.12% | 322 |
|
|
2021
Q1 | $5.56M | Buy |
26,542
+471
| +2% | +$98.6K | 0.11% | 344 |
|
|
2020
Q4 | $5.19M | Buy |
26,071
+4,566
| +21% | +$909K | 0.12% | 334 |
|
|
2020
Q3 | $3.92M | Sell |
21,505
-647
| -3% | -$118K | 0.11% | 356 |
|
|
2020
Q2 | $3.5M | Buy |
22,152
+7,939
| +56% | +$1.25M | 0.1% | 384 |
|
|
2020
Q1 | $1.96M | Buy |
+14,213
| New | +$1.96M | 0.07% | 465 |
|
|
2017
Q2 | – | Sell |
-51,128
| Closed | -$4.78M | – | 726 |
|
|
2017
Q1 | $4.78M | Sell |
51,128
-5,411
| -10% | -$506K | 0.08% | 430 |
|
|
2016
Q4 | $5.09M | Sell |
56,539
-2,713
| -5% | -$244K | 0.09% | 410 |
|
|
2016
Q3 | $5.54M | Sell |
59,252
-4,886
| -8% | -$457K | 0.11% | 339 |
|
|
2016
Q2 | $5.27M | Sell |
64,138
-2,483
| -4% | -$204K | 0.11% | 332 |
|
|
2016
Q1 | $5.52M | Sell |
66,621
-397
| -0.6% | -$32.9K | 0.11% | 327 |
|
|
2015
Q4 | $5.13M | Sell |
67,018
-61
| -0.1% | -$4.67K | 0.1% | 358 |
|
|
2015
Q3 | $4.78M | Buy |
67,079
+3,003
| +5% | +$214K | 0.1% | 368 |
|
|
2015
Q2 | $5.04M | Hold |
64,076
| – | – | 0.09% | 395 |
|
|
2015
Q1 | $4.86M | Sell |
64,076
-204
| -0.3% | -$15.5K | 0.09% | 412 |
|
|
2014
Q4 | $5M | Buy |
64,280
+13,249
| +26% | +$1.03M | 0.09% | 399 |
|
|
2014
Q3 | $3.69M | Buy |
51,031
+3,201
| +7% | +$232K | 0.07% | 454 |
|
|
2014
Q2 | $3.86M | Sell |
47,830
-635
| -1% | -$51.3K | 0.07% | 434 |
|
|
2014
Q1 | $3.53M | Hold |
48,465
| – | – | 0.07% | 436 |
|
|
2013
Q4 | $3.58M | Buy |
48,465
+1,027
| +2% | +$75.8K | 0.07% | 449 |
|
|
2013
Q3 | $3.1M | Sell |
47,438
-99
| -0.2% | -$6.46K | 0.06% | 468 |
|
|
2013
Q2 | $2.56M | Buy |
+47,537
| New | +$2.56M | 0.05% | 485 |
|