Next Financial Group’s The ExOne Company XONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-410
| Closed | -$10K | – | 3052 |
|
|
2021
Q3 | $10K | Hold |
410
| – | – | ﹤0.01% | 2045 |
|
|
2021
Q2 | $9K | Hold |
410
| – | – | ﹤0.01% | 2042 |
|
|
2021
Q1 | $13K | Hold |
410
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q4 | $4K | Hold |
410
| – | – | ﹤0.01% | 2062 |
|
|
2020
Q3 | $5K | Buy |
+410
| New | +$4.42K | ﹤0.01% | 1875 |
|
|
2020
Q2 | – | Sell |
-410
| Closed | -$3K | – | 2085 |
|
|
2020
Q1 | $3K | Hold |
410
| – | – | ﹤0.01% | 1885 |
|
|
2019
Q4 | $3K | Sell |
410
-200
| -33% | -$1.43K | ﹤0.01% | 2126 |
|
|
2019
Q3 | $5K | Buy |
610
+200
| +49% | +$1.64K | ﹤0.01% | 1930 |
|
|
2019
Q2 | $4K | Buy |
410
+10
| +3% | +$82 | ﹤0.01% | 1978 |
|
|
2019
Q1 | $3K | Sell |
400
-210
| -34% | -$1.94K | ﹤0.01% | 1415 |
|
|
2018
Q4 | $4K | Buy |
610
+210
| +53% | +$1.69K | ﹤0.01% | 1638 |
|
|
2018
Q3 | $4K | Buy |
+400
| New | +$3.23K | ﹤0.01% | 1222 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$4K | – | 1563 |
|
|
2017
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 1507 |
|
|
2017
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 1569 |
|
|
2017
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 1591 |
|
|
2016
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 2033 |
|
|
2016
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 1890 |
|
|
2016
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 1484 |
|
|
2016
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 1388 |
|
|
2015
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 1479 |
|
|
2015
Q3 | $2K | Sell |
400
-643
| -62% | -$5.33K | ﹤0.01% | 1653 |
|
|
2015
Q2 | $11K | Buy |
1,043
+643
| +161% | +$8.59K | ﹤0.01% | 1240 |
|
|
2015
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 1502 |
|
|
2014
Q4 | $7K | Sell |
400
-300
| -43% | -$6.03K | ﹤0.01% | 1407 |
|
|
2014
Q3 | $15K | Hold |
700
| – | – | ﹤0.01% | 1580 |
|
|
2014
Q2 | $21K | Buy |
+700
| New | +$21.8K | 0.01% | 589 |
|
Next Financial Group's XONE Position: Q4 2021 in Review
Next Financial Group sold out of The ExOne Company (XONE) in Q4 2021, closing a stake of 410 shares — an estimated $10K sold.
Next Financial Group first reported a position in XONE in Q2 2014 and held it in 26 quarters. The position peaked at $21K in Q2 2014. 0 funds tracked by Wall St. Rank hold XONE as of Q4 2021.
- Next Financial Group reported no remaining The ExOne Company position as of Q4 2021 after selling out during the quarter.
- Next Financial Group sold 410 The ExOne Company shares in Q4 2021, an estimated $10K.
- Next Financial Group first reported a position in The ExOne Company in Q2 2014 and held it in 26 quarters.
- Next Financial Group's The ExOne Company position peaked at $21K in Q2 2014.
- 0 funds tracked by Wall St. Rank held The ExOne Company as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.