Lido Advisors’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $346K | Sell |
3,793
-830
| -18% | -$75.6K | ﹤0.01% | 1140 |
|
2025
Q1 | $353K | Sell |
4,623
-177
| -4% | -$13.5K | ﹤0.01% | 1064 |
|
2024
Q4 | $314K | Buy |
4,800
+1,090
| +29% | +$71.2K | ﹤0.01% | 1090 |
|
2024
Q3 | $202K | Buy |
+3,710
| New | +$202K | ﹤0.01% | 1197 |
|
2023
Q1 | – | Sell |
-10,078
| Closed | -$427K | – | 1048 |
|
2022
Q4 | $427K | Buy |
10,078
+707
| +8% | +$29.9K | 0.01% | 587 |
|
2022
Q3 | $345K | Buy |
+9,371
| New | +$345K | ﹤0.01% | 607 |
|