Legacy Private Trust’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
2,305
| – | – | 0.02% | 202 |
|
|
2025
Q1 | $372K | Sell |
2,305
-65
| -3% | -$10.5K | 0.03% | 194 |
|
|
2024
Q4 | $443K | Hold |
2,370
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $433K | Sell |
2,370
-350
| -13% | -$64K | 0.03% | 187 |
|
|
2024
Q2 | $438K | Hold |
2,720
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $496K | Sell |
2,720
-130
| -5% | -$23.7K | 0.04% | 179 |
|
|
2023
Q4 | $451K | Hold |
2,850
| – | – | 0.04% | 182 |
|
|
2023
Q3 | $415K | Hold |
2,850
| – | – | 0.04% | 191 |
|
|
2023
Q2 | $403K | Hold |
2,850
| – | – | 0.03% | 186 |
|
|
2023
Q1 | $349K | Sell |
2,850
-150
| -5% | -$18.4K | 0.03% | 191 |
|
|
2022
Q4 | $307K | Hold |
3,000
| – | – | 0.03% | 196 |
|
|
2022
Q3 | $245K | Hold |
3,000
| – | – | 0.02% | 204 |
|
|
2022
Q2 | $254K | Hold |
3,000
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $300K | Hold |
3,000
| – | – | 0.02% | 219 |
|
|
2021
Q4 | $332K | Hold |
3,000
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $297K | Hold |
3,000
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $285K | Hold |
3,000
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $287K | Hold |
3,000
| – | – | 0.03% | 201 |
|
|
2020
Q4 | $233K | Buy |
+3,000
| New | +$233K | 0.02% | 216 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$238K | – | 230 |
|
|
2019
Q4 | $238K | Buy |
+3,000
| New | +$238K | 0.02% | 222 |
|